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Question

Send attachments from Purchase Order to an email

  • August 12, 2024
  • 1 reply
  • 100 views
imscavok
Apprentice

Is there any way to use the workflow automator, or anything else, to send a Purchase Order, including attachments, to an email? I have to provide the receipts/invoices to accounting, so that results in having to enter duplicative information into Freshservice and our accounting system.

      1 reply

      JananiPrasanthini
      Community Debut
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      @imscavok Unfortunately, we cannot automate this process as the Workflow module does not extend to Purchase Orders. However, we do have APIs available to view Purchase Order details at this link: https://api.freshservice.com/#view_a_purchase_order. If your accounting system is able to trigger API calls or have this automated , you can try this out. Please note that PO attachments are not included in the response.

      Janani Prasanthini || Freshworks Community

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