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YEnergy on February 23, 2023
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
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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
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
Guide | Platinum Partner
January 30, 2023 06:15
Thank you @kvlschaefer for introducing this thread to me. Hey @joseadiazc , thank you for reaching out to the community about that. ...read more
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