Can I build a PDF based on Salesforce data and send it via custom email?

Last updated Mar 14 2018
The answer to this question is - Yes.
But in order to provide a more serious answer we will need to break it down to 3 parts:

PDF
Our PDF mapping allows you to take the values entered in your form fields and generate a PDF document that contains them.
So you see... the PDF option is available. Find out how to use the PDF mapping

PDF based on Salesforce data
The PDF draws its field values from the form. It makes no difference if the filler entered the field values himself or if they were populated from Salesforce automatically - the value found in the field is the one used. So regarding a PDF based on data from Salesforce - this is also possible.
The only thing you will need to do is to set up a Get integration in order to populate the fields in your form. Read all about our Salesforce Get integration.

Send PDF via custom email
When you configure the PDF mapping you have  three checkboxes that enable you to have it sent via mail to the form owner, form filler and additional emails.
If the 'form filler' checkbox is turned on, for example, then the PDF document is added as an attachment to the email currently set up for the filler

Please note that there is no email sent to the form filler by default, so you will need to make this option active. In addition - It does not matter if you use the default email or the customized email - because the PDF will be attached to both.
Learn how to customize the emails

 

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