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Hi,
I need to generate a PDF file of lead and send it as an email. Is that possible with workflow in EspoCRM please? If it is, can you share the formula to do that?
Or when lead is moved to a certain stage, there will be option to send that lead's PDF file as an email? Is it possible please? Thank you!
I need to generate a PDF file of lead and send it as an email. Is that possible with workflow in EspoCRM please? If it is, can you share the formula to do that?
Or when lead is moved to a certain stage, there will be option to send that lead's PDF file as an email? Is it possible please? Thank you!