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How to Upload an Attachment (No-Code Automation)?
How to Upload an Attachment (No-Code Automation)?
Sriyanka Nakarmi avatar
Written by Sriyanka Nakarmi
Updated over a week ago

You can upload an attachment by adding a new upload an attachment step by following these simple steps:

"Note: Each step allows maximum upload of 20 MB file".

Step 1: Click on More actions and then click on Add a New Step.

Or, click on the plus (+) icon from the current step (Edit the draft step) to add another step.

Step 2: Click on Upload an attachment then Add step.

Step 3: When in edit or any prior step, you will see Start Uploading button on the top right. Click on that button which will then active the step turning the step color to blue.

Step 4: Here, you can add a member to perform the action by clicking on the icon.

Fill in the details of the member and click on Add &Send to auto notify the member to upload an attachment.

Note: The added member will be auto notified once the step is active.

Step 5: Click on Add Attachment to upload a supporting file.

Note: Auto-completion automatically start another step when the action required is perform by each an every member on the step.

Select & upload a file from your computer.

Step 6: Click on I am done. The uploaded attachment can be seen in the step itself ready for view and download.

Note: Only one member can upload one attachment in the step. In case of another attachment is required, an additional same step can be added to the flow.

Please Note: Upload an Attachment is one the premium feature available on Zegal to our Standard and above plan only.

Please feel free to reach out to us at or via our app's live chat if you have any questions.

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