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Import from CSV, export spreadsheet, email as attachment

  • 10 December 2021
  • 2 replies

I want to import data from a CSV and:

  1. Create a spreadsheet with data imported from the CSV
  2. Attach the spreadsheet to an email
  3. Email the attachment to a distribution email address

I have the utilities step set up to import from the CSV file but I’m not sure what triggers to set up next. Help?


Best answer by Troy Tessalone 10 December 2021, 20:37

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Can you please post screenshots with how your Zap steps are configured?

Why do you need to create a spreadsheet VS simply attaching the CSV file to the email?


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Hi @Troy Tessalone , I was definitely overcomplicating things :face_palm_tone1: . I was able to just create a send email step with the CSV url in the Attachments. Thanks!