Attachments (file not link) via trigger for automated transfer
We would like to run triggers for automated transfer of documents to a 3rd party (Order Entry). Our interest is to send a file (.pdf, .doc,.xls etc.), so that the file can be used for order booking and the agents order is also stored in zendesk support.
Unfortunately a trigger can only provide a link for the attachment received and no file itself can be forwarded. For sure we can solve the problem externally, but for us the feature would be very useful (especially in B2B businesses).
Do you see further possibilities to settle things?
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HiStephan MarziPM for Triggers & Automations here.
Do you mind providing a little more detail on the trigger action you are using?
Do you also have theinclude attachments settingenabled?
Thanks!
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A forwarding of messages via trigger and mail will not add the original file to the message (side conversation etc.). This would be of interested because we would like to send the purchase orders also to an order entry system, so that they can be automatically created.
Thanks!
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Got it, so you need to send the order info to another system. Is your current trigger using a webhook? Email? External app? Something else?
Knowing which trigger action you are currently using will help me route this request to the appropriate PM for prioritization.
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Nothing finally implemented. I just tried to figer out a way how the file cn be transferred.
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Hi all,
I am also trying to overcome this issue.
At present, a requester links a PDF attachment to their ticket - and a trigger automatically sends all information to a third-party supplier. However, all of the placeholders i have tried - only link to the PDF and not attach it. The supplier cannot open this link as they are not in Zendesk.Is there a way to attach the original document? It can be done via a macro but this involves an agent touching the ticket which we want to avoid.
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