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:

  1. Create a Zap
  2. Select a Trigger App
  3. Select a Trigger Event
  4. Set up Trigger
  5. Test Trigger
  6. Select an Action App
  7. Select an Action Event
  8. Set up Action
  9. Test Action
  10. Result
  11. Add another Action App
  12. Select an Action Event
  13. Set up Action
  14. Test Action
  15. 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.

Screenshot of the Source PDF
Screenshot of the Source PDF

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

Select a 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

Select a trigger event

4. Set up Trigger

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

Set up trigger

5. Test Trigger

Test trigger

6. Select an Action App

  • Search and select PDF.co as the Action App

Select an 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.

Select an action event

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

Set up action

Set up action

9. Test Action

Test action

Test successful

10. Result

  • Here’s what the result looks like
Screenshot of the Result PDF
Screenshot of the Result PDF

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

Add another Action App

12. Select an Action Event

  • Select Send Email as the Action Event

Select an 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

Set up Action

Set up Action

Set up Action

14. Test Action

Test Action

Test successful

15. Result Email

  • Here’s the email with the PDF attachment

Result Email

 

In this tutorial, you’ve learned how to fill a PDF and send it as an attachment to an email using PDF.co and Zapier.