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?
Is it possible to generate a Drawloop doc and attach it to an email alert that is sent out via a Salesforce Process?
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!
I think this might help you out: http://help.nintex.com/en-us/docgen/docservices/Default.htm#docgen-sfdc/Services/manageDDP/AutomatedDDPs.htm%3FTocPath%3…
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?
+7
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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Thanks,
Giselle
+7
Giselle, an account manager will be reaching out to you.
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