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.
Part 1: The Overview
See "the big picture". Learn how the workflow components are put together, including the M3 API, Excel, Transform, and Email components.
Part 2: The Email
Learn how the workflow components are put together, including the M3 API, Excel, Transform, and Email components.
Part 3: The M3 Hyperlink
Learn how to build a hyperlink from your email back to your M3 instance.
Part 4: The Schedule
Learn how to alter the trigger to run on a schedule of your choosing.
