Im new to workflows and need to create a workflow ...
# administration
s
Im new to workflows and need to create a workflow to email invoices to multiple customer contacts. Can someone guide me on the steps required for this? I know i would need to create a custom field on customer/invoice record for additional email contacts.
m
Here’s an article on a solution we’ve used many times to accomplish this https://www.mavencloud.tech/blogs/post/send-emails-to-dynamic-recipient-lists