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How to send email if there is a file uploaded in a new/existing record?



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Hi @Takodachi,

I believe this can easily be done by a trigger. But first you need to have 3 important fields in your table. The first one I believe you already have is the File field, the other two are the Formula and Text (255) Field.

The formula and text (255) will help determine if there is a file uploaded to a new or existing record.

It should look like this:


In the Formula field, you will need to have the file field. From the example, we should have [@field:Document]. Like this:


Next, on creating a triggered action, you may follow this setup:


Keep in mind to set insert and update events on the trigger.


I hope this helps!

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If you want you can copy the same setup and apply it on a task and still achieve the same results.


Though it is still up to you when you want to send the email. 

The trigger will send the email in real-time. While on the task, it will send the email on a specified schedule.




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