Automation
- How do I execute the workflow on a particular date?
- Can I execute the workflow based on two or more conditions?
- Can I send Email Alerts to many people simultaneously, even those who are not on my contact list?
- I do not see the Estimate/Invoice number in the email alerts that are sent to me. What do I do?
- How do I create a trigger for an invoice where the criteria is “Status” and the corresponding value is “Paid”?
- Is it possible to use Workflows to update a field in an invoice which was paid for using PayPal?
- Will new workflows be applicable for existing transactions?
- I have set up ‘n’ workflows for an email alert to be sent at varied time intervals. What should I do if I want all the workflows to stop if the status of an estimate/invoice has been changed?
- What is the difference between Date Based action and Time Based action?
