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Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Automating Separate Email Notifications for Sub-Customer Invoices to Parent Customers
I need to send auto emails containing last month's invoice lists for each sub-customer to their respective parent customers separately. While I know we can send all sub-customers' last month invoices to the parent customer or a specific email in a single email through saved search email.
Here I want to send separate emails for each sub-customer's associated invoice to the parent. Is this possible via saved search or workflow without scripting?
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