Using Orgzit, you can send emails manually or automate them using workflows as per your requirement. Very often, organizations need to send some documents in emails, once some specific conditions are met.

From invoice sheets, quotations to order sheets, and payment documents there can be different documents that you might be sharing on a daily basis.

To increase the productivity and efficiency of your business workflow, you can automate this entire process using Orgzit.

To automatically email PDF documents, the following steps need to be performed:

  1. Create an Action Config to send the email.
    In this step, you configure the email that you wish to send.

  2. Attach the PDF document to your email template.

  3. Create a workflow for sending the email.
    In this step, you specify the conditions on which you want to trigger the email.

Once you set this up, you will be able to automatically email PDF documents!

Did this answer your question?