5 - Automation Enthusiast
5 - Automation Enthusiast
since ‎Sep 27, 2023
‎Mar 31, 2024

User Statistics

  • 7 Posts
  • 1 Solutions
  • 2 Kudos given
  • 1 Kudos received

User Activity

Hi, I am trying to automate an email message with invoice details for the finance department to create an invoice. For each record (invoice) I have one or multiple sales, invoice lines, so each record will have fields with multiple linked data. In th...
Hi,I have set up a very simple automation. I've created a folder called "Leads Sent" and want any email that is placed there to trigger the creation of a record in my base called "Leads". It works a charm when i test it, both allowing AT to choose th...
Hi,I am setting up an automation with integration with Outlook emails. I can only find limited trigger options. I don't want all my emails to go into AT, only select ones. I figured I would do this by making the trigger conditional, i.e. only when an...
Kudos from
Kudos given to