How to attach a Creator pdf record template document to Zoho CRM?
Hi there,
I have created an app to process work requests. The user inputs data to a Creator form - on submission this is sent for approval and when approved a confirmation email is sent to the submitter along with a pdf template record of the submission request. Based on values in the original form the data is then uploaded to Zoho CRM ( a new Company record is created -if necessary -along with an associated contact.) This all works fine - but I need to automate the upload of a copy of the pdf template record to the associated CRM record - and this is proving to be impossible!
Can anyone help please? I have been through this forum searching for answers but none of the suggestions have worked for me. Also I have contacted support and they made the following suggestion - but again I could not get the process to run;
To upload a record template, please publish the report that contains the template and make use of the format given below to upload it to CRM.
Hopefully someone has managed to do this and can help me.
Thanks in advance.
Susan