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Send email with a renamed file attachment

Choose the inbox filename for URL attachments on Send email template.

When a workflow sends a marketing email with a file from a public URL, Renr attaches that file to the message. By default the inbox filename comes from the end of the URL — for example …/blablabla.pdf becomes blablabla.pdf. You can set a clearer name so customers see something like preview.pdf or invoice.pdf instead.

Where this applies

Use the Send email template action (marketing.email_template.send). Attachments you add here are downloaded at send time and merged with any files already stored on the email template.

  1. Open Workflows and edit your automation.
  2. Add or select the Send email template step.
  3. In Attachments, add a public file URL.
  4. Optionally fill Filename with the name you want in the inbox (include the extension, e.g. .pdf).

Leave Filename empty to keep the name from the URL path.

YAML sample — rename an attachment

This workflow sends an active email template and attaches a file under a custom name:

name: Send quote with attachment
triggers:
  - name: When contact is created
    crm.contact.on_created:
steps:
  - name: send_quote_email
    marketing.email_template.send:
      contactId: ${trigger.contact.id}
      templateId: 10
      channelId: 5
      attachments:
        - url: ${fileUrl}
          filename: preview.pdf

YAML sample — plain URL (unchanged behaviour)

You can still pass a bare URL. The inbox filename is taken from the URL path:

steps:
  - name: send_email
    marketing.email_template.send:
      contactId: ${trigger.contact.id}
      templateId: 10
      channelId: 5
      attachments:
        - ${fileUrl}

Tips

  1. Include the file extension in Filename (for example invoice.pdf) so email clients pick the right type.
  2. URLs must be publicly reachable over HTTPS (or HTTP). Private or internal links will fail the download.
  3. You can mix plain URLs and renamed attachments in the same list.
  4. Limits are the same as template attachments: up to 10 files and 25 MB total per email.
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