Hello! I need to create a workflow to send an email from a template (that I've already created) when a sales order is placed that has three like items purchased of a certain manufacturer and I'm not sure how to go about doing that.
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sam1128
04/11/2019, 4:00 PM
You 1st need saved search. Once you have saved search you’ve two options:
1. Either schedule the email action
2. Or have email button on SO and on click of the button it send email with your template.