How can I automate billing via email? I want to get a database and send an email making the bill with a bill attachment.
My difficulty is selecting the bill according to the person’s name, because it will be for more than one person at the same time.
Welcome to the Make community!
I would suggest completing the Make Academy before jumping into building a complete scenario. If you need specific assistance when you are building a scenario it’s easier to help you then. Otherwise, you can also hire a professional by posting a request in the Hire a Pro category.
Here are some useful links and guides you can use to learn more on how to use the Make platform, apps, and app modules. I found these useful when I was learning Make, and hope they might benefit you too —
Getting Started
- Help Centre | Tutorials – Make “Manual”
- Make Academy – Basics 101: Learn Make and get certified
Help Centre Basics
- Mapping – What is mapping? What can I map?
- Mapping with arrays – How to map items in an array
- Aggregate an array for mapping complex fields
- Date Format: tokens for
parseDate
| tokens forformatDate
- HTTP modules – Make a request, Get (download) a file
- Webhooks – Error Handling, Responding to webhooks
Articles & Videos
- Router Magic Formula - YouTube
- Error Handlers in Make - YouTube playlist
- Getting started with OpenAI - How to setup and use OpenAI (ChatGPT) in Make
- How to use Regex in Make - How to use pattern matching to extract the text you want
- Webhooks – Make Academy – tutorial on how to use Webhooks
If you need further assistance, please provide the following:
1. Relevant Screenshots
Please share screenshots of your scenario, any error messages, relevant module fields, and filters in question? It would really help other community members to see what you’re looking at.
You can upload images here using the Upload icon in the text editor:
2. Scenario Blueprint
Please export the scenario blueprint file to allow others to view the mapped variables in the module fields. At the bottom of the scenario editor, you can click on the three dots to find the Export Blueprint menu item.
3. Output Bundles of Modules
Please provide the output bundles of the modules by running the scenario (or get from the scenario History tab), then click the white speech bubble on the top-right of each module and select “Download input/output bundles”.
A. Upload as Text File
Save each bundle contents in your text editor as a bundle.txt
file, and upload it here into this discussion thread.
B. Insert as Formatted Code Block
If you are unable to upload files on this forum, alternatively you can paste the formatted bundles.
These are the two ways to format text so that it won’t be modified by the forum:
-
Method 1: Type code block manually
Add three backticks
```
before and after the content/bundle, like this:```
content goes here
``` -
Method 2. Highlight and click the format button in the editor
Providing the input/output bundles will allow others to replicate what is going on in the scenario even if they do not use the external service.
Following these steps will allow others to assist you here. Thanks!