Overview:
You can set up an email that triggers on Sales Documents when they are sitting on the same status for more than x number of days.
This helps in following up with relevant people to take action on such documents.
Step 1: Navigate to Triggered Emails
From Settings, go to Work → Email & SMS → Triggered Emails
Step 2. Add a triggered email
Under Sales Triggered Emails, click "Add message"
Step 3: Fill out the trigger criteria
Document Type
Template (optional)
Triggered by status
Send when a document in this status for more than x days *
Recipients
Subject
Body
Tick "Attach a document" if you want to attach the document PDF
This sample triggered email sends a notification after 7 days if the Invoice is still in the "Awaiting payment" status.
Note: Click the Placeholder to see what dynamic fields you can insert
Step 4: Save Changes
Once you’ve set everything up, click Save.