Attach files (from fields) as attachments to mail button

Support
1

Hi

I want to use Ragic for sending invoices to customers.
However I do not use it for bookkeeping because we trade with several nationalities that has different tax rules etc so we have a ready built system for all that.

Basically what I am doing is when I create an invoice in Ragic the details will be sent over (via API or Zapier) to our bookkeeping system. The system will respond to Ragic with a PDF attachment (the invoice) that will be saved in a file field. Sometimes we also must send additional attachments together with invoices (ie proof of delivery). So what I want to do is to be able to click a button in Ragic where an email is generated with selected file fields as attachments and not as URL’s (I know many customers will not accept to be forced to download the invoice)

Is that doable?

2

Although I haven’t got the chance to implement something like this, but technically is it possible based on the functions available in Ragic.
Your bookkeeping system will need to be able to response to the request and execute the Ragic API to upload the file to Ragic.

API Doc:
2.3.6 Upload files and images
API Mass Action Button

# Send Custom E-mail

You can attach the file store in the uploaded file field.

3

Thanks for this. I completely missed the include option for some reason.
This is great!