Hello! Here’s what I am trying to do and I am really close (I think):
A new booking in Book Like a Boss triggers:
an entry on Google Sheets
a document with specific information in Google Docs
a new dropbox folder.
Then we do the project which is a video recording.
That recording is uploaded to the dropbox folder that was created by the booking.
That folder needs to be sent via Dropbox Transfer.
The LINK for the dropbox transfer needs to be copy and pasted into the EMAIL that is sent to the client so they know their project is ready.
Is this possible via Zaps? Which parts have to be done by a human?
I appreciate your thoughts on this.
Best answer by jesseView original
What app is being used to send the email? (e.g. Gmail)
Links can be sent in emails using HTML.
Resource about using the a href tag in HTML: https://www.w3schools.com/tags/att_a_href.asp
@ROC Vox Just wanted to check in to see how you were doing with this workflow - were you able to get things up and running or do you still have questions? Looking at what you’re wanting to do, I am pretty sure this can all be automated with Zapier:
I believe the manual part here will need to be with Dropbox Transfer as it’s not currently possible to automate the sending of a file with Dropbox Transfer through a Zap. So, everything at that step and beyond, will need to be done by a human.
Let us know if you have any additional questions on this one!