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Automating Separate Email Notifications for Sub-Customer Invoices to Parent Customers

edited Jun 2, 2025 2:43PM in Ask A Guru 5 comments

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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