Forum Discussion

PaulPeterson1's avatar
Qrew Assistant Captain
3 years ago

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.

Paul Peterson
No RepliesBe the first to reply