Hello there!
Happy to help -
So the Zap you are trying to build sounds a bit like this…
(Trigger) Updated row in excel ctrigger row: the row with the PDFs]
(action) Send email athis will pull the customers email from the row in excel as well]
Click here to create this Zap. (I used Gmail here, but you can replace with whatever email client you use if it has an integration or use Zapier’s internal email tool)
When it comes to macros - we do have some information available on macros within..
Unfortunately, I can’t seem to find any macro recorder apps that do have public Zapier integrations right now - but did find some advanced workarounds on the Keyboard Maestro forum: https://forum.keyboardmaestro.com/t/send-data-to-zapier-webhook/13304
Keyboard maestro is a paid app that automates repetitive stuff, we have a great blogpost about it here: https://zapier.com/blog/keyboard-maestro-shortcuts-and-macros/
If you have any questions, let me know!
Ok so it is possible. I made it like you said but never got a email. I will start troubleshooting.
thanks for the additional information. I will read it all!
Keyboard Maestro would be perfect. Unfortunately, looks to be Mac only. Need windows.
Oh no! I did a search for Windows alternatives to Keyboard Maestro and came up with this:
Full transparency, these aren’t vetted by Zapier but could be worth doing some research on if any may work for ya!
Hope this helps!
, can I place this PDF into a column of the same row of my original WPF zap to trigger a new zap to email the customer with the PDF?