Pipeline Question
Is it possible to create a pipeline that will create a word document/pdf from a rich text field in each record? Then email that document as an attachment to the person who initiated the pipeline.
Use Case: I need to send an email to the person who initiates a pipeline that will contain a preformatted email, including data from the pipeline run and create an attachment from a rich text field in each record that is identified in the trigger. I am not seeing a channel that will create any type of document that can be used as an email attachment.
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Paul Peterson
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Use Case: I need to send an email to the person who initiates a pipeline that will contain a preformatted email, including data from the pipeline run and create an attachment from a rich text field in each record that is identified in the trigger. I am not seeing a channel that will create any type of document that can be used as an email attachment.
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Paul Peterson
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