Forward a new document in a file folder by email

[woodennickel]

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Here is my challenge: I receive bills, e.g., hydro, that are just notifications of a bill. I have to sign in for each client into their hydro account, get the bill, and save it to my PC. Then I have to upload the bill to the OCR processing software (e.g., Dext / ReceiptBot).


Here is what I was looking at doing:

1. Manually sign into the client.
2. Get the bill and save it to a Dropbox folder.
3. Pabbly trigger: When a new file is in a Dropbox folder then...
4. Action: Send Email via Gmail.

However, where I am stuck is getting that NEW file from Dropbox attached to the gmail email.

Then as a subsequent step I would delete the file from the Dropbox folder once the email is sent.


I see I can send an attachment with Gmail, but it's getting the right attachment from the Dropbox folder that is my first hiccup.


Now, if I wanted to use a webhook/API with Receipt-Bot, they seem to have the ability to upload documents directly to the client without the need for emailing the attachment as another option. Yet, it's still a question of getting the right document to upload. https://documenter.getpostman.com/view/14388213/2s83mbrQy3


Any advice or direction? I see lots of documentation on saving a file to eg. onedrive, but not how to pick a document out of a file folder to forward as an attachment.

Thanks

 

[ArshilAhmad]

Hi @woodennickel,

You can try setting up your workflow in this manner to achieve your use case.

Pabbly - Online Marketing & Sales Software

Automate your sales and marketing with Pabbly. Unite email marketing, lead capture, WordPress themes, subscription all at one place.

connect.pabbly.com

Each time a file is uploaded to a specific folder in your Dropbox, it will be sent as an email attachment via Gmail and will be automatically deleted once the email is sent.

 

[woodennickel]

Hi @woodennickel,

You can try setting up your workflow in this manner to achieve your use case.

Pabbly - Online Marketing & Sales Software

Automate your sales and marketing with Pabbly. Unite email marketing, lead capture, WordPress themes, subscription all at one place.

connect.pabbly.com

Each time a file is uploaded to a specific folder in your Dropbox, it will be sent as an email attachment via Gmail and will be automatically deleted once the email is sent.

Thank you. I will give this a try. Much appreciated.