With this workflow, emails will be sent to the customers with pdf attachment when the filter condition matches the application's item and the trigger condition used. The emails can also be sent without using filters on the basis of triggers. Here is the basic flow you need to create:


Step 1: Event 

Click on "+Add Step", select "Event" and then "+Add".



Select the target application, event type (the flow initiates as per the event selected e.g. if "When item is created" is selected, the flow will initiate when item in the selected application's item is created) and the filter conditions (optional).




Step 2: PDF

Click on "+Add Step" ,select "PDF" and then click on "+Add".



Set the options for creating the PDF file. Set the Page layout using the “Layout” setting, page size using the “Size” setting. Page margins for PDF are set to a default value of 10 mm and they can be modified if needed by using the page margin settings.



Step 3: Email

Click on "+Add Step" ,select "Email" and then click on "+Add".



Configure email receiver, subject and message body using configurable template.



Step 4: Save > Test > Publish

Save the workflow after all configuration by clicking on the Save button, Test it and Publish the workflow.


Go to the next article: Saving PDF to Google Drive or Dropbox