โ06-03-2021 06:31 PM
I'm trying to help our accounting team be able to easily store and locate evidence of license key delivery emails. Currently they have a giant email inbox which is getting more and more difficult to search for the email copies.
I'd like to download a PDF of an email from Outlook, store in Box, and add link to the Box file automatically to the NetSuite record. Has anyone done any conversion of email to PDF via Workato? I also have an OPA that I could use if it would require any scripting outside of Workato.
โ06-04-2021 01:12 AM
Thank you all for your replies!
Gordon Hu, doesn't necessarily need to be pdf, but we need the header information in a way the auditors will accept to prove when the customer received their license info. The HTML content was super easy to get via workato though!
vs. html:
โ06-04-2021 01:16 AM
Can we capture it and maybeโฆsave it as metadata for the box file.
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I am not a good friends of auditors haha