Automate Sending PDF Attachments in Your Workflows

Posted by on June 19, 2019
Here is a new way to automate your processes. Instead of having to export templates to PDF and then manually crafting and attaching those to your emails, automate the whole process with this new add-on. This new Workflow Action lets you select both an email template and a PDF template that gets attached to that email when triggered within a workflow.
Read Full Entry

Got Magento? Sync It Over to SuiteCRM

Posted by on June 17, 2019
Everything you need from Magento can be made available in SuiteCRM for your needs. Yes, contacts, orders, products, leads, and even abandoned carts. I can think of a few ways to use that right now...
Read Full Entry

Sync MailChimp Lists and Campaigns

Posted by on June 14, 2019
Sometimes you want to sync exactly when you want. Mailchimp Extension allows you to do just that by enabling you to select your lists or campaigns and clicking on the Sync option.
Read Full Entry

QuickBooks Online Sync with SuiteCRM

Posted by on June 12, 2019
A new QuickBooks Online sync alternative from TechEsperto Solutions is now available. Great for keeping your accounts, contacts, invoices, and products up-to-date in both systems no matter which side you update.
Read Full Entry

Trigger Recalculations Automatically for Your Key Fields

Posted by on June 10, 2019
Have other systems or processes that update data in SuiteCRM automatically? Find that your other data becomes old and invalid after these updates? Background Updater is perfect for solving this problem. It runs through your records and triggers your calculated fields to recalculate so that they are always fresh and up-to-date.
Read Full Entry

Subscribe to this blog

Random Spotlight