I am looking to see if you could give me some quick advice…please…thank you in advance.
Goal: I want to be able to send an Offer Letter that is created using DocuGen to a prospective team member.
- Currently I have data pulsed in using Zapier to a Board in Monday.
- Once the information is reviewed. I then created a Button that triggers the creation of a File that is sent to Google Drive.
My challenge is I want to send that Offer Letter using the email field in the Item of Monday that created it.
I can’t seem to figure out a recipe or workflow with Zapier to assist.
Thank you in advance.