Create invoice and send by e-mail including other attachments

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:united_states: Hello,

I have tally forms as triggers that write into a main form table. The payment comes in via Google Forms and writes to the same file, but in a different spreadsheet “Reply Payment Downloads”. I have 5 attachments in Gmail with the invoice that should be added automatically.

However, the main problem is with “Data” in the “Upload a file” and “Gmail” modules. In addition, it does not seem to recognize the e-mail address in Gmail (error: …Question…". I have already tried various bubbles from Create a Document for a Tamplate and others. Without success. Chatgpt has already solved a lot, but it has too many errors in what it says. What else can I do? I need help. I am new . Thanks Sylvia

Hallo,

ich habe Tally-Formulare als Trigger, die in eine Tabelle Hauptformular reinschreiben. Die Zahlung kommt über Google Forms rein und schreibt in die gleiche Datei, jedoch in ein aderes Tabellenblatt “Antworten Zahlung Downloads”. Ich habe in Gmail mit der Rechnung, die automatisch hinzugefügt werden soll, 5 Anhänge.

Wo es jedoch hakt,ist zum einen bei “Data” bei den Modulen “Upload a file” und “Gmail” hauptsächlich. Außerdem scheint er in Gmail die E-Mail-Adresse nicht zu erkennen (Fehler: …Question…". Habe verschiendene Bubbles aus Create a Document for an Tamplate u. a. schon ausprobiert. Ohne Erfolg. Chatgpt zwar schon viel gelöst, doch der hat zu viele Fehler in dem was er sagt. Was kann ich noch tun? Ich benötige Hilfe. Ich bin neu . Danke Sylvia

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Hello @Sylvia_Deininger, welcome to the make Hire a pro section , I would love to work with you on this, you can book a call Here to discuss the project requirements and you can checkout my upwork profile Here

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Hi Sylvia, :waving_hand:

I’m Patrick, an experienced AI Automation & no-code integration specialist, and I’d love to help you fix and streamline your automation workflow.

From what you described, the main challenges are with handling the file uploads and Gmail integration, especially getting the right data mapped and ensuring Gmail recognizes the email address properly. These are common issues when syncing multi-sheet Google Sheets triggers with Gmail and file attachments.

Here’s how I can help you:

Optimize your Tally and Google Forms integration: I will set up reliable triggers so that form responses from different sheets sync seamlessly without conflicts or missing data.

Fix “Upload a file” and Gmail modules: I’ll troubleshoot and correct the data input formats and connections, ensuring all 5 invoice attachments are automatically added to your outgoing emails without errors.

Resolve the Gmail email address recognition error: This usually comes from incorrect field mapping or permission issues; I’ll carefully audit and fix the data flow so Gmail correctly picks up the recipient address every time.

Use proven workflows: I’ll implement tested automation modules and best practices from platforms like n8n or Make.com (formerly Integromat) to guarantee stability and ease of future adjustments.

Provide clear documentation and support: Since you’re new to this, I’ll deliver a step-by-step guide and am happy to support you as you learn to manage or tweak your system.

My goal is to get your automated invoicing and payment notification workflow fully operational and smooth, so you save time and avoid headaches.

If you want, I can also offer a quick video call to review your current setup and give you some immediate tips or fixes.

Please feel free to reach out anytime! I look forward to helping you get this done — no stress, just reliable automation.

Best regards,
Patrick King

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Hi @Sylvia_Deininger

Being No.1 Platinum partner of Make and #1 for Make (as per the last report), we are happy to collaborate on delivering technical solutions using Make.

We have strong expertise by delivering solutions to 650+ clients across 20+ countries.

To discuss the next steps, feel free to book a slot from Calendly:

Calendly

Between, we also run training on Make and AI Automation with 200+ members helping to automate own business guided by engineers to solve your all Make queries in real time.

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Hallo Patrick, einen kurzen Call über Zoom wäre toll. Dann könnte ich dir zeigen, wo das Problem liegt. Ich hoffe nur, daß ich dich auch verstehen kann, da ich die englische Sprache schlecht beherrsche. Wann und wie können wir uns über Zoom verabreden? So weit ich weiß gibt es die Möglichkeit des Dolmetschers (Einstellungen in Zoom). Ich lebe in Deutschland. Sonnige Grüße Sylvia

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Hi @Sylvia_Deininger,

If you’re looking for someone with 2+ years of experience and certified expertise to solve this, I’d be happy to help. I can assist in troubleshooting the “Upload a file” and “Gmail” issues you’re facing. Having worked on similar problems before, I can guide you through fixing the Gmail recognition error and help you sync your forms seamlessly.

Feel free to explore my services.
I’d also be glad to connect on LinkedIn and stay in touch.

Looking forward to connect with you soon.

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Hi Sylvia, It sounds like you’re working on a multi-step automation involving Tally forms, Google Sheets, Gmail attachments, and document generation. These kinds of setups can get tricky, especially when handling data formats and file uploads.

I’d be happy to help you troubleshoot and streamline the flow in Make.com. Whether it’s fixing the email recognition issue, getting attachments to upload correctly, or linking everything together smoothly, I can assist you step by step.

Book a call
Upwork Profile

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Hi,

It sounds like a few things need to be configured more precisely to get this flowing right.
If you are still looking for someone to step in and resolve this, I can help.

You can reach out to me on my email here

Colin

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