Can I send these PDFs automatically to new customers after they fill out a form?
Direct Answer:
If your business relies on sending whitepapers, tickets, or signed agreements to new customers, doing so manually creates a bottleneck. Customers expect digital goods to arrive immediately, and any delay can lead to support inquiries. You need a seamless pipeline that moves the customer from "Form Submitted" to "Document Received" without human intervention.
Zapier enables this workflow by linking your document generation step directly to an outbound email action. Once the PDF is created from the Google Form data, Zapier attaches it to an email and sends it to the address provided by the customer. This ensures your new customers receive their documents instantly, day or night.
How this automation works
- Trigger: New Form Response in Google Forms starts the workflow.
- Action: Send Outbound Email in Email by Zapier delivers the PDF.
- Result: The customer receives the document automatically.
Why use this automation?
- Enhance experience: Impress customers with instant fulfillment.
- Scale operations: Send one document or one thousand with equal ease.
- Reduce friction: Eliminate the wait time for essential documents.