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  • Sending custom PDF as an email

    Hi,
    I need to generate a PDF file and automatically send it as an email, when lead is moved to a certain stage. Is that possible with espo?

  • #2
    yep I wanne do the same like him

    Comment


    • #3
      Might have possible with Workflow but out of the box I don't think it possible at the moment.

      Comment


      • #4
        Hi Mark,
        Espcrm is right. You indeed can send PDF template within Workflow. But it is supported for Quotes/Sales Orders/Invoices only https://github.com/espocrm/documenta...service-action.

        Comment


        • dodom2
          dodom2 commented
          Editing a comment
          Is there a doc somewhere showing how to do so? I can't seem to find any guidance online for this feature.

      • #5
        dodom2, an explanation is inside of action (see screenshot).
        Attached Files

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        • esforim
          esforim commented
          Editing a comment
          That interesting, it look like it is possible to do it via GUI. I wonder if you can choose other entity as well. Hope to hear some feedback from you dodom2

        • dodom2
          dodom2 commented
          Editing a comment
          esforim you can do with the GUI "IF" you have purchased the Advanced Pack Extension. It does work perfect with this. Thanks!

        • esforim
          esforim commented
          Editing a comment
          Thank you. Hopefully soon we can purchase the Packs.
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