Invoice Trigger - Invoice template condition
J
Jesse Hall
We really need to be able to trigger a workflow off which invoice template was sent intead of only having any invoice sent or paid with tag trigger the workflow.
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A
Ashwin Raghunandan
Merged in a post:
Invoices - Automation Filters (need a template option)
T
Tate Smith
When selecting a invoice as a workflow trigger, the system only gives you one filter option which is 'status'.
The filter does not give you the option to select which invoice template you want it to use. The software does this perfectly for documents and contracts, where you can filter for which template to be used in the sutomation - surely this is a quick fix to add this option for invoices work trigger??
J
John Maley
I have ran into this issue as well and it would .be best to trigger from the invoice template that was used.
R
Richard Hickman
I'm kinda shocked this is not a thing already. Seems like a no brainer