• hs777
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We have a field with a URL that points to a PDF attachment on the account. We want to be able to email the PDF to a contact on the account without having to download the PDF and send an email from Outlook. Is there a way of emailing the PDF Attachment either with Workflow, Flow, Process Builder, Apex.. etc. so that users don't have to struggle with downloading the PDF and then using Outlook to send the PDF?
  • March 30, 2016
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We have our system setup so that when a case has been created by email-to-case, an email is sent to our customer informing  them we have received the case.  This email includes the reference number, so when the customer sends any followup emails, the email will correctly show up on the existing case and not create another case.  This works great.

 

However, how do I notify the case owner that the customer has sent a reply to an existing case when the email is received?

 

Thanks

  • June 07, 2013
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We have our system setup so that when a case has been created by email-to-case, an email is sent to our customer informing  them we have received the case.  This email includes the reference number, so when the customer sends any followup emails, the email will correctly show up on the existing case and not create another case.  This works great.

 

However, how do I notify the case owner that the customer has sent a reply to an existing case when the email is received?

 

Thanks

  • June 07, 2013
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