Email the PDF after a Workflow Hand-off

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8 comments

  • Official comment
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    Sara Kaplow, Community Manager

    Update: This is on the roadmap for 2018. Things could always change, but for right now, it's looking good!

  • Avatar
    Rich Hammond

    I think this is a good idea but would also like to see the ability to use the same app to generate 2 different PDFs based on where the submission is at in the workflow chain.  As an example after the completion of the first handoff a PDF is sent to the parties that need the initial submission info.  After completion of the final handoff a different PDF is sent to the parties that need the final submission.   Both PDFs would be tied to the same submission

     

  • Avatar
    David Nichols

    Yes, having a different set of auto email options for the final PDF would be awesome

  • Avatar
    Heil Quality

    So, what's the status of this new feature? is it already implemented? Very much need it!

    Thanks!

  • This is still on the roadmap. I can't give any more details than that, but will update when it's live. 

    All of that said, you can get the data from a Workflow after each handoff using either the API or Zapier (it just won't be in a pdf). Some info here: https://help.gocanvas.com/hc/en-us/community/posts/360000765007-Workflow-Tracker. 

  • Avatar
    Dylan Aafedt

    Any updates on this? In addition, I would like to see the PDF download link in GoCanvas updated with each handoff in a workflow. Currently, it appears that the link is only updated after the first hand-off.

  • Avatar
    Sara Kaplow, Community Manager

    Hi Dylan,

    So you CAN do this with Zapier now. Similar to what's here except you can use the actual file as an attachment: 

    One thing to note here is that your Email Options have to be set to Link (as opposed to Attachment) in order for this to work. 

    I occasionally have issues getting Zapier to recognize the link accurately. In those cases, setting the Email Options to Attachment, doing a Submission, and then switching back to Link and doing another Submission usually does the trick. 

  • Avatar
    Keith McQuait

    Good info!  I have a need for this right now and I am definitely going to use this. Thanks!

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