Hi Naveen,

• Have you created an automation notification to trigger the email on step#3
• If yes, what screen have you selected on Automation notification
• If not, let us know what has been done to trigger the email on step#3

Regards,

Hi Naveen

Here is a sample scenario to trigger an email to Customer contact on creating an opportunity. 

• Create an automation notification on Opportunity screen
• You can click on ‘Create new’ on Opportunity screen > Notification option (CR304000)
• On Automation notification screen, enter the Subject, and notification body
• On Addresses tab, you can select ‘Document : Contact->Email 
• On Fields tab, select ‘OpportunityID’. So, on creating of new Opportunity, the notification will trigger

• The Email will generate when you create an opportunity. You can create a schedule to process the notification on ‘Send Notification’  screen.

Hope this helps. I have tested this scenario on my demo instance and it works fine.

Regards,

Hi Vijay,

Thanks a lot for your response with detailed steps.

I have configured same as suggested, it working for me :)

thanks a lot, Vijay.

Best Regards,
Naveen B

Please note that this approach could be used with any document in Acumatica. For another example, refer to the How to create an automation notification for an ACH payment for a specific vendor article.