I am working on a new process.
We are wanting to scan invoices via Quickfields, and then invoke a workflow to lookup the client email address from our CRM and email the invoices.
I was looking at how to do this from Quickfields and it is starting to looking like triggering workflow from Quickfields is "not intended" for my Proof of Concept. But rather I should create a standard workflow starting condition to do the emailing part.
I have been looking for some examples on use cases for invoking workflows from Quickfields, not getting too far on the use cases here?
Any thoughts?