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How Zapier works
Zapier makes it easy to integrate Attach with Email by Zapier - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Visit Closed" from Attach.
Add your action
An action happens after the trigger—such as "Send Outbound Email" in Email by Zapier.
You’re connected!
Zapier seamlessly connects Attach and Email by Zapier, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Document
Try ItTriggerInstant- Document
Try ItTriggerInstant- DocumentRequired
- NameRequired
- Capture FieldRequired
- Company
ActionWrite- Setup Directions
Try ItTriggerInstant
- New Document
Triggers when a new document is uploaded.
Try ItTriggerInstant - FileRequired
- NameRequired
- File NameRequired
- Description
ActionWrite- New Inbound Email
Triggers when an email is forwarded to your own custom
Try ItTriggerInstant - Zap_id
- Free_test_limitation
- ToRequired
- SubjectRequired
- Body (HTML or Plain)Required
- Attachment
- From_name
- Reply_to
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
ActionWrite
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The average user takes less than 6 minutes to set up a Zap
Connect Attach and Email by Zapier to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Email by Zapier on the Zapier blog
Frequently Asked Questions about Attach + Email by Zapier integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Attach and Email by Zapier
What is 'Attach' in the context of Email by Zapier?
'Attach' refers to the function within Email by Zapier that allows you to include a file attachment in your emails. This feature can be used in various Zaps, where attaching files to emails is required.
How can I set up a trigger when an email is received with a specific subject line in Gmail?
You can use the 'New Email Matching Search' trigger in the Gmail app within Zapier, which allows you to specify a particular search string, such as a subject line, that must be present for the trigger to fire.
Is it possible to send automated follow-up emails with attachments using Zapier?
Yes, you can automate follow-up emails with attachments by setting up a series of Zaps. First, create a Zap that triggers on an event (like receiving an email), and then use 'Attach' in Email by Zapier within an Action step to send your follow-up email with the necessary file attached.
What types of files can I attach using Email by Zapier's Attach feature?
The Attach feature supports commonly used file formats such as PDFs, images (.jpg, .png), Word documents (.docx), and Excel spreadsheets (.xlsx). Make sure your file size complies with our limitations on file size.
Does integrating Attach with Email by Zapier support conditional logic for sending attachments?
We support basic conditional logic through filters and paths in Zapier. You can set conditions to determine whether an attachment should be sent based on data from previous steps or external data sources.
Can I track if recipients have opened or interacted with an emailed attachment using this integration?
Unfortunately, as of now, we do not offer direct tracking capabilities for interactions with attachments through Email by Zapier. You might consider integrating other third-party tools that specialize in tracking email interactions for more detailed insights.
How do I troubleshoot if my attached files are not being sent via Email by Zapier?
First, ensure that your Zaps are turned on and check if the attachment format and size comply with our requirements. Review error logs provided under 'Zap History,' and confirm that all paths leading up to sending the email executed as expected without filters blocking them.
