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Recent content by Monday
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How to attach a PDF to email via SMTP
@Supreme Thank you for your confirmation and information!- Monday
- Post #3
- Forum: General Discussions 🎙️
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M
Perfex CRM workflow setup problem
@Supreme Thank you for your advice and help. My REST API module for Perfex CRM support is expired. I sent them an email asking them if they could change the company field from mandatory to optional; however, they could not provide me an answer until I renew the support. Does anyone here have...- Monday
- Post #3
- Forum: General Discussions 🎙️
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M
How to attach a PDF to email via SMTP
Hi All, I have watched many Pabbly tutorial video. It works fine for me to upload a Google Doc to Google Drive and share the file with the PDF link. However, if possible, I prefer to attach the PDF file to the email instead of including the download link inside the email body. I found the...- Monday
- Thread
- Replies: 2
- Forum: General Discussions 🎙️
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M
Perfex CRM workflow setup problem
Hi, I am setting up an automation: 1. Trigger: A new row is added to Google Sheet 2. Action: Search contact information in Perfex CRM 3. Route and Filter: Only continue if the contact does NOT exist ( if the customer exists, skip the step 4) 4. Action: Add customer to Perfex CRM 5. Action...- Monday
- Thread
- Replies: 7
- Forum: General Discussions 🎙️