Sending notifier concurrently to Salesforce object and a PDF of it to a separate email address

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    Uday Khosla
    Asked on April 02, 2015 at 08:34 AM
    Can I send the form concurrently to Salesforce object AND send a PDF of it to a separate email address?
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    Answered on April 02, 2015 at 11:45 AM

    Connecting your data to SalesForce is done over Zapier integration, so you can set it all up like that by following what my colleague had mentioned on the other thread here:

    Now next to that, you can also set email notification to include a link to the PDF file in the email notification that you set to be sent after each submissions.

    You can see here how to set the email notification up: Setting Up Email Notifications

    To add the link to PDF of the submission in it, just click on the option on the right (when you enter the email body):

    Do let us know if you have any questions in regards to setting it up and we would be happy to assist.