Aug 12, 2018 01:05 PM
Hi all,
What I would like to do is to create a pdf out of my page designer block and automatically insert this pdf into the same record once it appears in a specific view.
I am building a CRM and would like to text my customers a summary of their orders. Instead of sending a LONG text containing all the information (using Twillio), i would like to text them a link of this pdf.
Any solutions?
I would greatly appreciate any help.
Jul 15, 2019 10:47 AM
Did you ever get an answer on this?
I have a Zapier > Webmerge doing this for me. I would rather do it the may your thinking.
Michael
Jul 22, 2019 03:45 AM
Yes i did find a workaround, here’s an explanation at the below link: