Streamline Your Workflow: New Email Automations
We’ve updated our Automations to be more powerful and efficient. You can now send documents via email directly from an automated workflow, eliminating manual steps and saving you valuable time.
Whether an invoice has been paid or a sales order is completed, you can ensure the right documents reach the right people instantly.
Key Features
Trigger-Based Messaging: Automatically dispatch emails based on specific actions (e.g., payment received, order fulfillment).
Granular Control: Set precise conditions for your triggers, such as filtering by a specific Account ID.
Customizable Templates: Assign unique Template IDs to ensure specific clients receive documents with their preferred branding or layout.
How to Set It Up
Start a New Workflow: Navigate to the Automations tab from the Home Screen and click New.
Define the Trigger: Under the "When this happens" section, select the event that should kick off the process.
Configure the Action:
Go to the "Do this" section and select the email delivery option.
Enter the File Name, Recipient, Email Subject/Header, and Body.
Assign Templates: If prompted, enter the relevant Template ID to ensure the document generates correctly for that specific automation.
Save & Activate: Once saved, the system will monitor for your conditions and automatically send the email the moment they are met.
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