How to join a PDF to an automate email

[Loic]

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.

[Aron Gombas _Midori_]

You can generate and email a PDF document using the Better PDF Automation app. It will attach the PDF file to an email where you can customize the subject, body, etc. You can implement your own invoice format because the PDF template itself is customizable, as well.

Something like this will land in the recipient's mailbox:

(This is a supported app developed by our team.)

[Loic]

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

[Vishal Biyani]

@Loic 

To add a link in the email you can add this line. Invoice will show the hyperlink when you hover over it.

[Invoice|https://drive.google.com/{{triggerIssue.custom field name}}]

i am not sure if you can attach the file added to an issue in an email via automation

[Loic]

Hi, thanks for the answer.

The PDF invoice is in One Drive. I dont understand how [Invoice|https://drive.google.com/{{triggerIssue.custom field name}}] will go and get the invoice in One Drive.

Im really a novice with Jira or programing.

[Loic]

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?

[Vishal Biyani]

@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.