How Do I Add a PDF Attachment in Zapier?

Adding PDF attachments to multiple emails consumes a lot of time. In this tutorial, I’ll show you how you can automate this process with PDF.co and Zapier.

Here’s a step-by-step guide:

Create a Zap
Select a Trigger App
Select a Trigger Event
Set up Trigger
Test Trigger
Select an Action App
Select an Action Event
Set up Action
Test Action
Result
Add another Action App
Select an Action Event
Set up Action
Test Action
Result Email

We will use this sample fillable PDF for this tutorial. We will first fill out the PDF form and send it as an attachment.

Here’s a step-by-step guide with a screenshot:

1. Create a Zap

On your Zapier dashboard, click Create Zap

2. Select a Trigger App

For this tutorial, we will use Google Drive as our Trigger App

NOTE: You may use different cloud storage of your choice.

3. Select a Trigger Event

For the Trigger Event, select New File in Folder. This will trigger the Zap every time there’s a new file in the selected folder

4. Set up Trigger

Select the Drive and Folder that you’re going to use

5. Test Trigger

6. Select an Action App

Search and select PDF.co as the Action App

7. Select an Action Event

Select PDF Filler as the Action Event. This will be the API that we will use to fill out the fillable PDF.

8. Set up Action

For the Source PDF, insert the link where your PDF is located
For the Fillable Fields, insert the Page, field name, and value
You may also set the name of your output PDF

9. Test Action

10. Result

Here’s what the result looks like

Now to send this PDF as an attachment, we need to add another action.

11. Add another Action App

Search and select Gmail as the Action App

12. Select an Action Event

Select Send Email as the Action Event

13. Set up Action

In the To field, insert the Email Address where you want to send the email with the attachment
In the From field, insert your Email Address
In the From Name field, insert your name
In the Subject field, insert the subject of the email that you’re going to send
In the Body field, insert your message
In the Attachments field, insert the URL of the result PDF