Actions38
- Cashflow Asset Actions
- Cashflow Expenditure Actions
- Cashflow Hedge Actions
- Cashflow Income Actions
- Contract Actions
- Customer Actions
- Form Actions
- Household Actions
- Organization Actions
Form → Share Cashflow Form
AI-generatedSummary
Generates a share link for a cashflow form for the selected customer. It returns the link and password for your workflow to deliver; the operation does not send an email automatically.
Inputs
- Customer Name or ID (required) — Select a customer from the list or provide a customer ID using an expression.
Output shape
A single result containing the share URL and password.
Use the returned URL and password to implement your own delivery logic; no email is sent automatically.