Workflow: How to send CIM in an email

  • Profile Image
    JRowley69
    Asked on March 5, 2026 at 6:47 PM

    Hi, I have a workflow called Angle Business Services NDA. Once the form is completed I need to send a CIM in an e-mail to the contact.

    I also need to have them schedule a call on my calendar. Is there a way to embed the calendar so it shows when they open the e-mail?
  • Profile Image
    JRowley69
    Replied on March 5, 2026 at 6:50 PM

    Also-- how can I name these forms so the receiving contact cannot see the name? I will duplicate these and name them but I dont want the contact to see the names.
  • Profile Image
    Reymae JotForm Support
    Replied on March 5, 2026 at 9:40 PM

    Hi John,

    Thanks for reaching out to Jotform Support. Adding an image to your emails in Jotform Workflow is easy. I'll walk you through it:

    1. In Workflow Builder, click on the Email element.

    2. Then, click on the Envelope icon to open the Email Properties.

    3. In the window that opens, under Email Content, click on the Insert Image icon.

    Workflow: How to send CIM in an email Image 1 Screenshot 40

    4. In the menu that comes up, click on Upload File, then select your file, or simply drag and drop it into the box.

    5. After that, click on Insert Image, and then click on Save.

    Workflow: How to send CIM in an email Image 2 Screenshot 51 If you want to attach it as a file, you can upload and set up the attachment via Advanced tab:Workflow: How to send CIM in an email Image 3 Screenshot 62To keep the conversation organized, I moved your other questions to their own threads, and someone from our Support Team will help you with them here:

    Workflow Email: Embedding a Calendar for Scheduling Calls

    Form Naming: How to Hide Form Names

    Reach out again if you have any other questions.