What’s new?
– Send Invoice, Send Estimate, and Send Recurring Invoice actions now include a Channel dropdown.
– Choose Email, Text, or Email & Text for each action—no more separate steps or duplicate actions required.
How to use?
– Open your Workflow in the Automation Builder and add (or edit) a Send Invoice, Send Estimate, or Send Recurring Invoice action. Scroll down to the Channel field highlighted below:
1. Email & Text (default) – send via both channels
2. Email – send only by email
3. Text – send only by SMS
– Save Action and Publish your workflow.
Why we built it?
To let your workflows target exactly the right communication channel without extra branches or workarounds.