IS PDF attachment of submission available anywhere besides email?

  • Profile Image
    Czajka_Ben
    Asked on December 29, 2020 at 10:02 PM

    I am trying to find a way to send submitted data directly to my CRM. The forms are far too long and complex to map every possible field to a field in the CRM.

    What I would like is to take the submitted data that shows on the PDF attached to the notification email, and have it automatically attach to the account in my CRM. Is that PDF able to be stored in the submission table like the rest of the data?

    I currently use zapier to map certain information to CRM, and want to know if the PDF is stored anywhere in a submission like the data is, so it would be accessible to Zapier and therefore able to be automated?

  • Profile Image
    Kenneth_C
    Answered on December 29, 2020 at 10:25 PM

    Thank you for reaching support,

    Unfortunately, You can only send PDF submission reports to email, google drive, and Dropbox.

    Only field inputs can be passed to CRM's.

    Let us know if you have any further questions.

    Best.