Communication
Send document by email
Sends a sales document by email with a template, its PDF or the portal link.
At a glance
Link to this section: At a glance| Property | Value |
|---|---|
| Domain | email |
| Group in the editor | Communication › Email |
| Runs as | The owner of the workflow, with their permissions |
| Permission | Edit access to Sales. Administrators always pass; a module outside the plan blocks everyone. |
| Destructive | Not declared |
Inputs
documentTypeenum<string>Required
Available options: invoice, proforma, quote, creditNote, contract, packing_slip, salesReceipt, simpleCreditNote, purchaseOrder, repairTicket
documentIdstringRequired
tostring[]Required
One address per row. It can come from the trigger, for example the email of the document's contact.
ccstring[]
Emails in visible copy (CC).
Limits: advanced
templateIdstring
Limits: advanced
subjectstring
bodystring
attachPdfbooleandefault:true
portalLinkbooleandefault:false
Limits: advanced
Outputs
historyRecordIdstring | null
messageIdstring | null
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