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Automation via workflow action

  • How to automatically send an E-mail or SMS via a workflow action.
  • Workflow action: Send an e-mail using a template
  • Workflow action: Send data to a webhook
  • Workflow action: Send an SMS using a template
  • Example: Use an action to send an email to the job preparer when a job is allocated.

Categories

  • Checklists
  • Examples
  • General settings
  • Message templates
  • Choosing recipients
  • Automation via workflow action
  • Automation via alert
  • Manual sending
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