Question

Send email with Excel or Google Sheets file attached whenever the file changes

  • 9 October 2020
  • 3 replies
  • 467 views

I want to set up a Zap that automatically sends me a copy of an Excel or Google Sheets file, whenever the file changes. This could be connected to my existing Zap that adds a new row to a spreadsheet whenever a Cognito form receives a new submission, or just as a standalone Zap.

How do I do that?


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3 replies

Userlevel 7
Badge +14

What is considered a change to the GSheet?

Zap

  1. Trigger: Cognito - New Entry
  2. Action: GSheets - Add Row
  3. Action Gmail - Send Email (include a link to the GSheet)

OR

Zap

  1. Trigger: GSheets - New/Updated Row
  2. Action Gmail - Send Email (include a link to the GSheet)

 

I used the link you get when you ask to share a one-drive file. However, I wanted to be able to attach the file itself, not provide a link… ?

How do I attach the file itself?

Userlevel 7
Badge +14

Best practice is to provide a link to the file as attaching files can trigger mailbox restrictions  depending on file size, etc.

Otherwise, you’ll have to add steps to find the file to get the “file” object to then attach it to an email.