Vince Insights

Custom Email Workflows

Learn how to use Vince Live to create an automated scheduled workflow that pulls actionable information from M3, and sends an email that contains a hyperlink back to M3.

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Part 1: The Overview

Learn how the workflow components are put together, including the M3 API, Excel, Transform, and Email components.

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Part 2: The Email

Learn how the workflow components are put together, including the M3 API, Excel, Transform, and Email components.

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Part 3: The M3 Hyperlink

Learn how to build a hyperlink from your email back to your M3 instance.

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Part 4: The Schedule

Learn how to alter the trigger to run on a schedule of your choosing.