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  • How do I fix issues with my Accepted Proposal Zap, including triggering, document attachment, and email sending?

Can you look at my Accepted Proposal Zap and let me know what I am doing wrong? I want to sent an email to any client that accepts a proposal. I'm having a few issues:

  1. The Ignition section, how do I know it was trigger every time someone accepts a proposal because when I tested it, it just did one person.
  1. How do I attach documents to my draft email, it will not allow me.
  2. I was to start with their name in the email, will "First Name" work?
  3. The test email did not send to my email and along with that, how do I make it so the email just sends to the email that accepted the proposal?

Hi @Evermore 

For us to have more info, post screenshots with how your Zap steps are outlined and configured in EDIT mode along with any encountered errors on steps.

Here are some screenshots

@Evermore 

Zaps work while turned ON for new data going forward.

With the Zap ON, when there is a new proposal accepted in Ignition the Zap will be triggered to run.

 

For attachments, help links about using files in Zaps: https://zapier.com/help/create/basics/send-files-in-zaps

 

For the TO Email recipients, use the h+] to map a dynamic variable from Step 1 that represents the email address you want to use.

 

For the Email body, use the t+] to map a dynamic variable from Step 1 that represents the first name you want to use.

 

 

Hey there, @Evermore 👋

I just came across this and wanted to check how things are going, did you manage to get things sorted following Troy’s latest reply?

Happy to lend a hand if you’re still stuck on anything at all, just let me know! 🙂

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