Use the Send Email action to send an email when the action executes. When you create a Send Email action, you specify the sender and the recipient, the content of the email as custom text or as a template, and any additional information to attach to the email. If the recipient is also a NetSuite customer, you can include a link to the current record in the workflow.
You can also schedule a Send Email action. You can use the Scheduled trigger and then specify a delay for the email to be sent on the action definition. You can also schedule a Send Email action by scheduling a transition into a state that contains a Send Email action.
The following table describes the additional features of the Send Email action that you can use to customize the email:
| Feature | Description |
|---|---|
| Use internal NetSuite IDs | Use NetSuite internal IDs to dynamically generate field values. See Using Internal IDs. |
| Include attachments | Add NetSuite-supported file types as an attachment. See Attaching Files to an Email. |
| Include statements | Include statements for workflows based on the Customer, Lead, and Prospect record types. See Attaching Statements to an Email. |
| Include transactions | For workflows based on a Transaction record type, include a record in the body of the email or as an attachment. See Attaching Transactions to an |
Send Email Action Triggers
The triggers used with the Send Email action determines when the email is sent. The following table describes the valid triggers for a Send Email action:
| Trigger | Description |
|---|---|
| Entry | Executes the first time a record enters a state. |
| Exit | Executes the first time a record exits a state in a workflow. |
| After Record Submit | Executes after NetSuite saves the record to the database. |
| Scheduled | Executes on a schedule. See Scheduling an Action. |