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Email functionality

Thato Masingi
Tera Contributor

Hello Everyone,

 

Is it possible to send email on the platform to a user or client without any case associated with it?

 

Your response will be appreciated.

 

Kind Regards,

2 REPLIES 2

Simon Hendery
Tera Patron

Hi @Thato Masingi 

 

Yes, with a little scripting, you can send an email to anyone. 

But not using a PDI. 

Aditya_hublikar
Mega Sage

Hello @Thato Masingi ,

 Yes you can 

1) first way by creating notification,email script,eventQueue and then calling that eventQueue in background script

2)second way by scheduling flow and using send email/send notification action

 

However, from a best practice perspective, it is generally recommended to associate emails with a record for tracking and audit purposes.

 

 

If this helps you then you can mark it as helpful and accept as solution.

Regards,

Aditya

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