Hello community,
We’re trying out the Freshbooks and gmail automation, and I’d like to learn more about how can I send the actual invoice PDF using Gmail. For some reason, I can select to attach everything, except the actual pdf.
Thank you!
Best answer
How can I attach the actual FreshBooks invoice PDF to a Gmail email?
- Beginner
- 1 reply
Best answer by christina.dBest answer by christina.d
Hey
As Troy mentioned knowing which triggers and actions you’re working with and screenshots of your setup (with any personal details obscured) would be helpful! 🙂
If you’re using the “Create Invoice PDF” action in Freshbooks you should be able to map the file in the subsequent Gmail step though!
Keep us posted! We’d love to know how this is working out for ya. 🤗
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+14- Zapier Expert
- 30962 replies
Hi
Good question.
Help article about using files in Zaps: https://zapier.com/help/create/basics/send-files-in-zaps
Can you posts detailed screenshots with how your Zap steps are configured in order for us to have more context?
+9- Zapier Staff
- 2653 replies
- Answer
Hey
As Troy mentioned knowing which triggers and actions you’re working with and screenshots of your setup (with any personal details obscured) would be helpful! 🙂
If you’re using the “Create Invoice PDF” action in Freshbooks you should be able to map the file in the subsequent Gmail step though!
Keep us posted! We’d love to know how this is working out for ya. 🤗
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