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  • How to automate sending Gmail attachments to Squarespace email submissions and log them in Google Drive?
Question

How to automate sending Gmail attachments to Squarespace email submissions and log them in Google Drive?

  • 6 March 2024
  • 2 replies
  • 11 views
A

I just got my Zapier set up. I watched some very basic intro videos. My first automation goal is to figure out ow to
Send an email with a pdf attached (this is a waiver document that needs to be signed) when people sign up on Squarespace (linked to google drive sheet)

And maybe have some kind of confirmation that the docs have been signed, but that’s secondary

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

2 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @Almagul 

To help us have more context, post screenshots with how your steps are outlined, and configured, thanks.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
ry.schwei
Userlevel 1
Badge +1

Hi @Almagul,

Unless you need the Google Sheet, you can use the Squarespace form submitted trigger step.
Then, find the waiver file to attach to the email.
Then, you can use the Send Email step from Gmail.

Most document e-sign solutions have options to turn on a notification when a document is signed, so I’d recommend investigating that first.

 

Are you using software to obtain the electronic signatures?

Best,
Ryan Schweighart
Whole Hart Impact, LLC
whimpact.co
I help businesses with Zapier and HubSpot.

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