We have set up a workflow in our CRM to automatically generate an invoice record when a deal moves to the “Closed Won” stage. The invoice record is being created successfully. However, we now want to automate the following actions as well:
Auto-generate a PDF version of the invoice using a predefined invoice template.
Automatically email the invoice PDF to the customer’s email address (available in the deal record) once the invoice is generated.
Could you please guide us on how to:
Enable invoice PDF generation from a workflow action
Attach the generated PDF to an email action within the same workflow
If this requires custom setup or any specific configuration from your end, please assist accordingly.
Firstly, there is no need to create or set up any workflow to generate invoices—this functionality is already available as a built-in feature within the system.
Regarding the automatic attachment of the invoice PDF in emails, this is currently not supported. However, you can configure the system to send certain invoice details via email alerts instead.
Please let us know if you need help setting this up or require further clarification.
Yes, I would appreciate your help in setting up the email alerts to send invoice details automatically. Please guide me through the configuration process, or let me know if we can schedule a quick session for the same.