I am wondering if there is a way to design a page for a record using the page designer app and then have that page sent via email through an automation? The idea is that the app would fill a custom made invoice sheet w/ record information and then be triggered to send the document via email once triggered. I don’t see any way to do this right off the bat but would love to know if anyone has done this before.
Thank you!
Way to Connect Apps w/ Automations?
+33Unfortunately, apps can’t be automated in any way.
To automate document generation, you would need to turn to external tools, such as DocuMint.
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