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.
Highlevel Overview
This plugin will help you save time by automating the redundant task of Saving PDFs and then attaching them to emails in order to send them to clients. Simply create a Workflow and choose Email Template & PDF Template that would be added as a Dynamic Attachment to the Email.
Templated Attachments
When your workflow conditions trigger you can send emails with a templated PDF as an attachment. The data in your template will be substituted based on that data in the record.
Define PDF Actions
Define PDF Actions to make smarter workflows by automating the sending of PDF attachments to your customers.
To learn more about this solution go to Workflow Emails with PDF Attachments or search for "attachments".
-
SuiteCRM 8 Calculation Field
The SuiteCRM 8 Calculation Field plugin creates business logic for field calculations without needing to write custom code. You can select a calculated field and create the formula that is automatically updated based on the calculation you provide.
-
Grandstream Wave Click To Call
Grandstream Wave integration in SuiteCRM allows for effortless outbound calls directly from your CRM. SuiteCRM users now can connect with clients and prospects seamlessly, ensuring all call activities are logged and tracked within the CRM for better record-keeping and follow-up.
- Show more addons