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Invite Contact Cancel The title field is required!

1. Mason Ambery

   

   67 posts
   Registered:
   19 Nov 2021
   12 Jan 2023

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   Is there a way to initiate the Invite Contact process from a workflow rather than selecting it manually from a specific contact record?
2. Eric Mann

   

   59 posts
   Registered:
   16 Oct 2020
   Answered

   13 Jan 2023 in reply to Mason Ambery

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   Mason,
   We built our own Invitation process as we needed it to be automated. We don't use the Portal Invite table but trigger off of Contact create then Portal User and Portal Security Role - watch the timing if you do this approach as Portal User needs time to create before applying Roles. 
   
   Another approach that wasn't as vetted when we built is the Power Automate - Create Portal User as an Action. 
   
   A third approach is Portal Invite is an available table in WF or Power Automate - so just build your own replica of TPC's dialog/ process . 
3. Mason Ambery

   

   67 posts
   Registered:
   19 Nov 2021
   13 Jan 2023

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   Thank you, I keep forgetting about the Invite table.  This will work well since inserting a record in the table performs the necessary functionality of triggering and sending the email with the embedded link.