Invoices, Estimates Workflows: SMS/Email control In Send Invoice/Estimate Action

/in
  • Send Invoice, Send Estimate, and Send Recurring Invoice actions now feature a Channel dropdown.
  • Select from Email, Text, or Email & Text for each action—eliminating the need for separate steps or duplicate actions.
  • 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 via email
  3. Text – send only via SMS
  • Save Action and Publish your workflow.
Screenshot 2025-07-24 at 16
Screenshot 2025-07-24 at 16
Screenshot 2025-07-24 at 16

By doing this, your workflows can precisely target the right communication channel without additional branches or workarounds.