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Workflow to Create an Email and attach files to it

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Posted on by Community Member

Hi, I am trying to create an email from an email template and attach a PDF before sending it. I am using the Dynamics PDF-Docs solution to convert a word template to PDF. So, I need the email to be created but not sent before the workflow attaches the PDF file to the email. Any ideas or suggestions will be greatly appreciated.

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Community Member on at

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RE: Workflow to Create an Email and attach files to it

Thank yoou so much. I never thought of creating an email record. Thanks again!!
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a33ik 84,325 Most Valuable Professional on at

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RE: Workflow to Create an Email and attach files to it

Hello,

Try to use "Create" step in workflow instead of "Send Email".