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Question

Attach Gravity Form submission as pdf attachment to Salesforce record

  • May 26, 2021
  • 1 reply
  • 239 views
A

I have a zap connecting gravity form and Salesforce, data integration is working perfectly fine.

I am looking for guidance on how to bring completed form as an attachment to a Salesforce record ? is that possible ?

Couldn’t find any knowledge articles around this topic, appreciate any of your inputs here.

 

Thank you

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1 reply

robschmidt
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  • robschmidtZapier Expert
  • Zapier Expert
  • 617 replies
  • May 26, 2021

Hi @ajayanikar

Here’s the way you can achieve that:

 

  1. Turn on Jotform PDF submission notification: This will send you an email with jotform submission as a PDF file when someone makes a submission
  2. The instead of using Jotform as a trigger, use your email (Gmail) as a trigger and you can map the file for any salesforce record.

 

Outliant

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https://www.outliant.com/automation                                                                                                automation@outliant.com

 

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