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  • How do I automatically create a PDF from an email in outlook (using a filter) and then send that PDF as an attachment?
Question

How do I automatically create a PDF from an email in outlook (using a filter) and then send that PDF as an attachment?

  • 23 October 2023
  • 1 reply
  • 27 views
K

How do I automatically create a PDF from an email in outlook (using a filter) and then send that PDF as an attachment?

Basically I want to send electronic invoices to Xero automatically. These invoices don’t display properly in due to their html formatting so I need to convert them to PDF before I send them to Xero inbox.

I tried PDFmonkey but couldn’t make it work.

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

Troy Tessalone
Userlevel 7
Badge +14

Hi @Keren 

Good question.

You can try using a PDF app like PDFfiller or PDF.co.

Or you can try using a GDoc Template.

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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