How to join a PDF to an automate email

Question

Hello,

I would like to send invoices to customer via my Email automation in JIRA. The invoice can either be attached to the email or be a link that open on a web page browser and be downloaded by the customer.

The invoices will named with the Invoice number and will be stored in One Drive.

The invoice number will be in a Custom field.

Is there a way to do that with JIRA out of the box option?

Thank you for your help.

Vishal Biyani_2pr07j · Answer

@Loic

As you have mentioned in your problem statement, "be a link that open on a web page browser and be downloaded by the customer."

So, my assumption is customer has access to google drive location, where the invoice is uploaded.

In the email i propose to send the link to customer. The path would have to be hardcode and invoice number will come from the custom field

So i updated the logic to create hyperlink in the email as below:

[Invoice|https://<full path of invoice>/{{triggerIssue.custom field name}}]

custom field name needs to be replaced by the exact name of the field where invoice name is saved.

Let me know if you have created some automation so far. That will determine if you can use triggerIssue or something else has to be used.

Loic_9eb2s6 · Answer

I have seen the promo video... It seems that it put issue in pdf and then send it by email.

The pdf that I want to attach to an email come from my accounting software

Loic_9eb2s6 · Answer

would you mind explaining in more details?

Do I have to attach the PDF invoice to the issue first?

The {{triggerIssue.custom field name}} in the name of the PDF invoice? including .pdf?