Send multiple mails with PDFs attached

[boris]

I am stuck with a problem and need some
I have a custom entity "invoices" with a date field for sending out the next invoice and a due date field.

How is it possible to send out all invoices as PDF by email at once? Preferrably automated by a scheduler. I have the extensions Advanced Pack and Sales Pack.

Many thanks for any help/hint

Boris

[lazovic]

Hi boris,

To have invoices sent automatically, for example, at 10 AM on the day of the Payment Deadline, you should do the following:

1. Create a report with a List type, an Invoice target type, and a filter: Payment Deadline field equals today:
   
   
2. Create a workflow with the following settings and actions:
   
   

More about workflows with a Scheduled type you can find here: https://docs.espocrm.com/administrat...ows/#scheduled.

More about Run Service Action you can find here: https://docs.espocrm.com/administrat...service-action.

[boris]

Hi lazovic,
many thanks for your fast reply. The lists have pointed me in the right direction. I have now one problem left:

The Service Method dropdown is empty. I don't have anything to select here. Any ideas?

[boris]

Found out, that Send in Mail service method is only available for the entity invoice of the sales pack. Any chance to use the service method Send in Email in a custom entitiy for invoices?

[lazovic]

boris,

In this case, you can use in this workflow the Execute Formula Script action with the ext\pdf\generate() function: https://docs.espocrm.com/administrat...extpdfgenerate. Something like this:

$invoiceId = workflow\targetEntity\attribute('id');

$contactId = record\attribute('contactId');
$emailAddress = record\attribute('Contact', $contactId, 'emailAddress');

$attachmentId = ext\pdf\generate(
    'Invoice',
    $invoiceId,
    'pdf-template-id',
    'invoice.pdf'
);

$emailId = record\create('Email',
    'subject', 'Invoice PDF',
    'body', 'PDF is attached',
    'to', $emailAddress',
    'attachmentsIds', list($attachmentId)
);

ext\email\send($emailId);

[boris]

Hi lazovic,
many thanks for your help. Just one small adjustment and it works like a charm:

$invoiceId = workflow\targetEntity\attribute('id');

[B]$contactId = workflow\targetEntity\attribute('contactId');[/B]
$emailAddress = record\attribute('Contact', $contactId, 'emailAddress');

$attachmentId = ext\pdf\generate([INDENT]'Invoice',[/INDENT][INDENT]$invoiceId,
'pdf-template-id',
'invoice.pdf'[/INDENT]
 

);

$emailId = record\create('Email',[INDENT]'subject', 'Invoice PDF',
'body', 'PDF is attached',
'to', $emailAddress',
'attachmentsIds', list($attachmentId)[/INDENT]
 

);
//this adds a template to the email:
ext\email\applyTemplate($emailId, 'mail-template-id');

ext\email\send($emailId);