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Generate Two Silent PDF Reports and Attach them Both using the "Send Email" Action

Last post 08-18-2015 9:55 AM by Method_Morty. 1 replies.
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  • 08-17-2015 7:40 PM

    Generate Two Silent PDF Reports and Attach them Both using the "Send Email" Action

    Reply Contact

    Hello,

    Is it possible to generate two different reports and store them in the same action result in a way that it can be passed to the "Attachment Location" option of the "Send Email" action? For example, if I wanted to dynamically build two different estimates for a customer and then attach both of them to the same email. I tried to do a "character function" action and join the two "generate report" results with a comma, but it didn't work.

    --Aaron

  • 08-18-2015 9:55 AM In reply to

    Re: Generate Two Silent PDF Reports and Attach them Both using the "Send Email" Action

    Reply Contact

    Hey Aaron,

    As per our last thread - why not add it as a second attachment to the Send Email action? Give that a try and see if it will work in your case. If not we can further troubleshoot.

    - Mortaza

    Morty Barighzaai
    Customer Success Manager
    Method:CRM
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