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Is it possible to generate a Drawloop doc and attach it to an email alert that is sent out via a Salesforce Process?

  • Mar 14, 2017 2:47 PM UTC
  • 6 replies
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I have an email alert that is automatically sent out via a Salesforce Process. I would like to generate a Drawloop doc and attach it to the email alert. Is this possible?

6 replies

I have a similar question: I need to automatically generate a document and send an outgoing email with the document attached, based on a picklist value. So basically similar with the question above. Any help would be great!

Thanks in advance!

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  • Nov 12, 2018 6:55 AM UTC

I really need it in an email alert.  I have an automated thank you email template that gets sent out for clients that visit our booth in a tradeshow.  I need the consent form that's generated to be sent with that thank you note.  Outbound messages aren't working.  Any other thoughts?

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DocGenVinnie
Nintex Employee
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  • Nintex Employee
  • Nov 12, 2018 8:30 PM UTC

Giselle, automated DocGen package might not be enabled in your Org. There could be an additional cost for automation. Could you provide your Org ID so we can confirm?   

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  • Nov 12, 2018 8:43 PM UTC

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Thanks,
Giselle

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DocGenVinnie
Nintex Employee
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  • Nintex Employee
  • Nov 13, 2018 5:02 PM UTC

Giselle, an account manager will be reaching out to you.

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