Sending Emails via Invoice Entity

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Posted on by Jason Yusko

We currently send out email with an attached PDF invoice to customers when an invoice is created in our system. Our customers want the ability to specify a second email address that should receive this email as well. We do not want to have a contact created for this to happen. Is there any way for a CRM workflow to use an email address in the TO or CC that is not an actual record in the system? Note: Our system is set to send unresolved email addresses and the invoice entity option to create an email is greyed out and we can not select it.

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