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How can I create a Phone Call Work Flow for Invoices?

edited Jun 2, 2025 2:30PM in Ask A Guru 4 comments

I'm trying to create a work flow that will generate a phone call if the invoice is x amount of days overdue. I have successfully done this, but i want the invoice number the phone call relates to put in either in the message or as the transaction, but nothing I've selected seems to work.


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