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Question

How to email a completed ServiceM8 form in PDF format?

  • May 29, 2025
  • 3 replies
  • 27 views

I am trying to create a Zap to work with ServiceM8. When a specific form has been completed I would like that form emailed to my email address.

I cannot see a way to attach the full form, preferably in a PDF format. Is there a way to do this?

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3 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • 34005 replies
  • May 29, 2025

Hi ​@Bradt7 

ServiceM8 would have to return a PDF file or link to a PDF file for you to use.

Otherwise, you would have to create a PDF file. (e.g. create GDoc, then get the PDF version of the GDoc to use)

Help links for using files in Zaps: https://help.zapier.com/hc/en-us/articles/8496288813453


jayeshkumarbhatia
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  • Zapier Solution Partner
  • 735 replies
  • May 29, 2025

Hey ​@Bradt7 ,

 

You can use below action 2 actions

  1. First add the form data in Google Doc with below action. Make sure to select Export Format as PDF
  1. From above Google Doc id, retreive the file. This action will give the file URL to download
  1. Use the File URL from above output and send via Emial

SamB
Community Manager
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  • Community Manager
  • 9662 replies
  • June 13, 2025

Hi ​@Bradt7—just checking in! Did either of Troy’s or jayeshkumarbhatia’s replies here help to get things sorted?

Let us know how it’s going, want to make sure you’re all set 🙂