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Jotform slack5/21/2023 ![]() ![]() I’lll note that Zapier is a separate platform from Copper with its own subscription fee, although you might be able to use their free tier if you have fewer than 100 actions (i.e. We also have a guide about How to Email Different PDF Document Templates Based on Users’ Answers that you can check out. In the PDF Attachment, select which PDF document you would like to attach to the email. Click on the Emails, hover over the email, and click on the Pencil icon to Edit. For example, when exactly should an opportunity be created? I’m happy to provide more guidance, or as Jaco mentioned there are service providers who can help you if you prefer to outsource the work. Click on the Settings tab in the Form Builder.
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