I want to send an email upon invoice creation to a...
# ask-stanley-ai
v
I want to send an email upon invoice creation to all customer relationship contacts under Communication.
c
AI generated answer (using internal Slack threads):
To send an email upon invoice creation to all customer relationship contacts under Communication, you can use a combination of SuiteScript and Workflow. Here are the steps you can follow: 1. Create a custom field on the customer/invoice record for additional email contacts. This field will hold the email addresses of the customer relationship contacts under Communication. 2. Create a Workflow that triggers upon invoice creation. This workflow should have a state that sends an email to the contacts listed in the custom field you created in step 1. 3. In the email action of the workflow, use the custom field as the recipient of the email. You can customize the email content as per your requirements. 4. Make sure to check the "To Be Emailed" checkbox under the communication tab for the workflow to work. If you are new to workflows, you can refer to this article for a solution: https://www.mavencloud.tech/blogs/post/send-emails-to-dynamic-recipient-lists Please note that this solution will not send the transaction PDF output, but will have most of the details on it. If you need to send the transaction PDF output, you might need to use SuiteScript to generate the PDF and attach it to the email. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.844889462
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.834998488
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.834514618
Please provide your feedback on this answer.