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Automations can send documents by email directly from an automated workflow, removing manual steps and saving time. Whether an invoice has been paid or a sales order is completed, you can ensure the right documents reach the right people instantly.

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Key features

  • Trigger-based messaging — automatically dispatch emails based on specific events (for example, payment received or order fulfilment).
  • Granular control — set precise conditions for your triggers, such as filtering by a specific Account ID.
  • Customisable templates — assign a Template ID so specific clients receive documents with their preferred branding or layout.

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Setting up an email automation

1

Start a new workflow

From the Home screen, navigate to the Automations tab and click New.
2

Define the trigger

Under the When this happens section, select the event that should kick off the process.
3

Configure the action

Go to the Do this section and select the email delivery option, then enter the File Name, Recipient, Email Subject/Header, and Body.
4

Assign templates

If prompted, enter the relevant Template ID so the document generates correctly for that automation.
5

Save and activate

Click Save. The system then monitors for your conditions and automatically sends the email the moment they are met.
Configuring an email delivery action in an automation