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bsherFPCAsked on June 9, 2020 at 5:56 PM
When forms are submitted, is it possible to have them come in to us in a .csv file format so we can import them into our CRM platform? We also have a use case that requires that forms are received in a .pdf format, is that possible?
Thanks!
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jherwinReplied on June 9, 2020 at 11:08 PM
Unfortunately, you can't attach CSV in the email notification. However, you can create a CSV report and download the updated submissions at any time.
Here's the guide: How-to-Create-a-CSV-Report
If you want to attach a PDF document (a copy of submissions as PDF) in your email notification then that's possible.
Here's the guide for more details: How-To-Include-Submissions-As-PDF-Attachment-In-The-Email-Notifications
Please give it a try and let us know how it goes.