Pickaxe > Google Doc > E-mail

General
1

USE CASE - Save hours by using the responses from the Pickaxe form or chat to create a custom PDF with dynamic fields.

Here is how:

  1. Create Pickaxe
  2. Create Make action with the variables you need to capture in the PDF
  3. Create Google doc with dynamic fields mapped from the webhook
  4. Download as a PDF with the Google Drive module
  5. Send to client by email (e-mail field also mapped from webhook)

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6 Likes
2

Thanks - still seem to be struggling with the Make Action especially what I can send etc. It just seems wierd to be that you need to tell it to trigger the action