need to create a workflow to send an email to the ...
# ask-stanley-ai
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need to create a workflow to send an email to the customer if a memorized invoices is created
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AI generated answer (using internal Slack threads):
****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ****** To create a workflow to send an email to the customer when a memorized invoice is created, you can follow these steps: 1. Create a search that captures the Invoices you want to email. Include a summary criteria to exclude Invoices that already have email messages. 2. Create a Scheduled Workflow using the above search. 3. In the workflow, create a State - Action - Send Email. Apply your template and Attach PDF. 4. Test that your search in step 1 excludes the sent transactions. This workflow will automatically send an email to the customer when a memorized invoice is created. For emailing invoices to multiple customer contacts, you would need to create a custom field on the customer/invoice record for additional email contacts. You can refer to this article for more details: https://www.mavencloud.tech/blogs/post/send-emails-to-dynamic-recipient-lists Remember, workflows are a powerful tool in NetSuite and can be used to automate many processes. However, they can also be complex to set up, so take your time and test thoroughly before deploying.
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
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Slack thread 2: here (available only if the original thread was posted in the last 90 days)
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Slack thread 3: here (available only if the original thread was posted in the last 90 days)
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