The PDF files created in Fusionmint can be stored in Dropbox or Google Drive and can be sent as an email attachment from the same workflow at the same time. Here is the basic setup that you need to create:
Step 1: Event
Click on "+Add Step", select "Event" and then "+Add".
Select the target application, event type (the flow initiates as per the event selected e.g. if "When item is created" is selected, the flow will initiate when item in the selected application is created) and the filter conditions (optional).
Step 2: PDF
Click on "+Add Step" ,select "PDF" and then click on "+Add".
Set the options for creating the PDF file. Set the Page layout using the “Layout” setting, page size using the “Size” setting. Page margins for PDF are set to a default value of 10 mm and they can be modified if needed by using the page margin settings.
Step 3: Google Drive/ Dropbox
Once you have completed the PDF content writing step, move towards the next step which is adding Google Drive/Dropbox app. Use the “Browse Folder” button to select the target google drive folder where you want to save this PDF. Clicking this button opens a popup window with all folders in your google account.
"Attach file from app" option is present at the end of the app, ask you that from which of the above app you want the PDF file to be saved in google drive/ dropbox. Select PDF page for this workflow.
Step 4: Email
Click on "+Add Step" ,select "Email" and then click on "+Add".
Configure email receiver, subject and message body using configurable template. "Attach file from app" option is present at the end of the email app, ask you that from of the above app you want the PDF file to be attached to the email. Select PDF page for this workflow.
Step 5: Save > Test > Publish
When flow execution is complete, you will be able to see PDF files saved to target folder and email with PDF attachment will be received by the customer. Save the workflow after all configuration by clicking on the Save button , Test it and Publish the workflow.
Note: It is always better to use a unique filename for PDF files that are easy to identify and also to avoid any overwriting to existing PDF files.
Go to the next article: Exporting app items as Excel