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Create a SuperOffice CRM Request Message Attachment action

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Steps

  1. On the Zaps page, click Create. Then click on the Trigger step and choose the event that will start a Zap.

  2. Click on the Action step to set up app, event, and account:

    • In the Action event section, select Create Request Message Attachment

    Set up an action -screenshot

  3. Important to note that this step must be performed after the Create Request Message Action.

    Set up your action -screenshot

  4. Click Continue.

  5. The value set for Request Message Id should be the Message Id from previous Create Request Message Action step.

    Set up your Message Id -screenshot

  6. Fill out the mandatory fields Request Message ID, Attachment and optionally other fields.

    Fill out your action -screenshot

  7. Click Test step to check that the action works.

    If the above steps were configured correctly, the response should consist of Attachment ID and Attachment Name.

    Zapier: Verify -screenshot

Related content

  • Create a SuperOffice CRM action - detailed steps
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