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Attach the SO PDF with the Invoice PDF in the Workflow email trigger

edited Jun 2, 2025 2:39PM in Ask A Guru 2 comments

Hi All,


We are working on the Past Over Due of the invoices and sending the email to the respective customer.

We have created the workflow to trigger the Email to the customer by using the result of the saved search.

So far we can able to customize the email template and add few details related to invoice and also we have added the Invoice PDF.

But we want to attach the SO proforma invoice PDF along with the Invoice PDF.

We are finding it challenging ,is there any we can do this ?

Please advice us on this if anyone worked on it or have idea about this.

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