06-03-2021 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.
06-04-2021 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:
06-04-2021 01:16 AM
Can we capture it and maybe…save it as metadata for the box file.
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I am not a good friends of auditors haha
yesterday
Printing Outlook emails to PDF is an easy way to store important communication in a secure, shareable format. Outlook provides a basic “Print to PDF” option but it can be time-consuming when handling multiple emails. For a faster and more organized method consider using a trusted solution like the DataVare PST to PDF Converter. It simplifies the process by converting entire PST files into PDF while preserving formatting, attachments, folders and other data. It is useful for users who need accurate output without manual effort. It provides accurate results and saves a lot of time when managing bulk email conversion tasks.
yesterday
Hi @devidmithen,
Shall we implement DataVare PST to PDF converter in Workato?
If yes, will you please guide me through the steps?
Thanks in Advance,
Thanks & Regards,
J Rajesh Kumar.