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How do I attach a PDF to my email from CloudConvert using a multi-step Zap?


Userlevel 1

I’m very new to multi-step Zaps, so I’m sorry if I’m missing something obvious.

The flow I’m going for is:

  1. Submit a form
  2. Data is used to fill out a Google Doc Template
  3. CloudConvert turns it into a PDF
  4. Creates a Draft Gmail with data from the form in the TO and BODY fields plus the PDF attached.

(I used the advice of a super helpful person in a previous request to bypass using a third party to generate the PDF, but according to support, it was limiting my options in Step 4.)

Step 1 and 2 are great.

Step 3 asks for the File to be converted, but ‘File (exists but not shown)’ is not an option. I’m not sure what to select. I tried a few different opens (ID, self link, etc.). I think this step is the problem.

Step 4 works but the PDF that ultimately attaches is just a blank page or a blank page containing the ID number.

 

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Best answer by Troy Tessalone 1 June 2023, 07:00

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4 replies

Userlevel 7
Badge +6

Hi there @HHbuild00,

I think you can get away without adding the CloudConvert step to your Zap. The Google Docs integration actually returns the files already converted, and they can be sent as attachments directly.

e3e27a83c738c4b3ee15c332b5c16d87.png
(view larger)

Hopefully, this points you to the right direction! 😊

Userlevel 7
Badge +14

Hi @HHbuild00 

How to Get the PDF Version of a GDrive File (GDocs / GSheets / GSlides)

 

How to use files in Zaps: https://zapier.com/help/create/basics/send-files-in-zaps

Userlevel 1

Worked perfectly! I needed that Application PDF link. Thank you!

Userlevel 7
Badge +6

Hi @HHbuild00,

You are most welcome! I’m glad we were able to help.

If you have any other questions, please don’t hesitate to ask in the Community. We’re always happy to help! 😊

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