We use the form feature emedded on our website to capture requests for downloads and want to send an automated email response with document as an attached file. I can’t see how to automate this. Any ideas please?
Welcome to the Monday community!
Currently this is not possible natively in Monday. To do something like this today, you would need to utilize one of the supported 3rd party integration apps, Integromat & Zapier.
I would say though that this feature is definitely in the works as Monday just recently released their own built in email app in Beta(you might still be able to join in Full email capabilities - its here!).
This is a highly requested feature. Pretty sure we’ll see it later this year, but I haven’t heard any official ETA from monday.
We have the same situation, we capture requests for training courses using forms, and in some part of our workflow we need to send particular documents to each of the person who has registered for a course. The information to send to each person is different, so we put a file column to store the corresponding information and created an integration with outlook to automate email sending, but it is MONDAY link what is sent in the mails, not the file. Any advance on the development plan for this feature??
Been trying to solve this myself. The URL it sends instead of attachment doesnt work on phones. I put together a zap, which has an ‘attach files’ option. The problem is Zapier can’t pull the files and attaches a bogus file instead. Still no solution from monday.com on this.
Hi @frankp was wondering if you found any viable solution to this matter? I was setting up a workflow recently and realised the importance of this feature as well.
@chickenrice - Still no attachment solution. If there was a way monday.com could make the URL accessible to the public (maybe because the board is accessible to public), then the zapier solution would work. Still nothing but URLs on my end.
I agree. We really need this too. @PolishedGeek what’s the status on this?
I’d like to suggest 2 major improvements on file attachment:
- To be able to send an attached file from the item on an outlook integration (already asked upper here)
- To be able, in a template on Email and activities, to attach the files located in a certain column
@monday please provide some news about this feature
Thanks
Franck
Keen on this functionality too.
Has anyone found a work around through zapier or similiar…?
Any news on this feature?
This article was posted 5 days ago which has assisted me - https://support.monday.com/hc/en-us/articles/360019213180-Emails-Activities-on-monday-com
Any updates on this? I need automation to send files as attachement instead of links.
Always disappointing, you want to automate basic stuff and Monday can’t handle it.
Is this still on the roadmap?
Yes please. This is a basic automation, very much needed in our organisation, too.
We need to send out payment reminders, adding the record of payments in PDF format.