⚙ Operations Hub

Search ⚙ Operations Hub for solutions or ask a question

YEnergy on February 23, 2023

Integrating Line Item Properties in Emails

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

Reply Deals Workaround Workflows

0 upvote

1 Reply

himanshurauthan

Recognized Expert | Elite Partner

February 23, 2023 22:48

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

joseadiazc on January 26, 2023

How to Associate Feedback Surveys to Custom Objects & Other Records?

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

Reply Custom Objects Enterprise Feedback Surveys How-To Professional Service Workaround

0 upvote

2 Replies