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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

5 Replies

Accepted solution

JPereira2

Participant

January 03, 2025 14:17

Found this to work for automated and regular emails. <ul> {% email_each list="deal.line_items" item="line_item" %} <li> <p>{{ l...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

2 upvotes

5 Replies

BérangèreL

Community Manager

June 05, 2025 09:26

Hi @NooraT , In the meanwhile, I’ve noticed a similar idea already present in our Ideas Forum: Associate feedback surveys with custom objects . ...read more

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