send email with PDF using workflow

[Vincent]

There are some entities (e.g invoice) support email PDF. Can i set a workflow to automate this action (using workflow to send invoice pdf)? thanks.

[item]

Hello,

https://docs.espocrm.com/administration/formula/

there are new formula for send mail & pdf .. so just need create a workflow

[Vincent]

Thank you!

[yuri]

With formula:

https://docs.espocrm.com/administrat...extpdfgenerate
https://docs.espocrm.com/administrat...-in-attachment

You can put the script into Update Target Record action.

[Vincent]

Thank you!

[vps]

Hi Yuri,
I have tried the above formulas. Unfortunately no email is sent. Do you have any idea where the problem could be?

$attachmentId = ext\pdf\generate(
'Mitarbeitergesprch', entity\attribute('id'), '6006c897352394a05', 'test.pdf'
);

$emailId = record\create('Email',
'to', 'example@example.com',
'attachmentsIds', list($attachmentId)
);

// applying email template
ext\email\applyTemplate($emailId, '6006ea7bb32d8065d');

ext\email\send($emailId);

[Maximus]

Hi there,
Please check the log file in the /data/logs/ directory.
Do you have configured SMTP connection in Administration -> Outbound Emails?

[dreginald]

Kindly suggest the script to attach more than one PDF Template in one e-mail.

[dreginald]

ext\email\send($emailId); is triggering mails twice. Can someone advise on how to correct. Using version 6.0.4

[Maximus]

Hello,
Could you provide your Formula?
Make sure you don't have the same automation flow in another place (Formula for another entity, Workflow, BPM, Hook).