Hello, I'm trying to create a workflow for where a deal is "Closed - Won" an email is triggered to be sent to the customer, which acts as a confirmation email. After which, said line items are sent via internal email to our logistics team read more
One way to achieve this is by using a custom module in your email template, as you've mentioned. However, the code you provided may not work as expec...read more
We are currently running a CSAT survey for customers that triggers based on a Contact Property, this contact property is modified by a Custom Object Workflow, for example: Project (Custom Object) enters "Completed" Stage > Custom Object Workf read more