Best answer

How to attach the doc created in a GoogleDoc step to a Gmail step that follows.

  • 9 August 2020
  • 2 replies
  • 145 views

Userlevel 1

Hi,

I am new to Zapier and my apologies if this is a very basic question.

I am creating a zap with three steps:

  1. Trigger and capture assessment data 
  2. Create a new Google Doc from a template and write into a Gdrive folder. The Share Preference is set to Anyone With The Link Can Edit.
  3. Send an email with the doc created in the above step as attachment, using GMail.

Steps 1, 2 work perfectly. Doc created in GDrive folder.

What do I put into the Attachments field so that the doc is attached to the email ?

I tried searching for a similar request herein and did not find any.

 

Any pointers, tips would be helpful.

 

Thanks

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Best answer by nicksimard 12 August 2020, 23:20

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2 replies

Userlevel 7
Badge +11

Hi @MSKrishnan!

Welcome to Zapier, and our Community :)

A couple of things to consider:

Make sure that you change the sharing preference in the Google Docs step:

The field that you can map from Google Docs to Gmail is this one:

If you haven’t tried that yet, would you mind giving it a try to see if you can get that working?

Userlevel 1

Hi Nicksimard,

 

Thank you!   I’ve tried the steps as you have suggested and it works!

Cheers!