Automate Sending PDF Attachments in Your Workflows
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.
Got Magento? Sync It Over to SuiteCRM
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...
Sync MailChimp Lists and Campaigns
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.
QuickBooks Online Sync with SuiteCRM
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.
Trigger Recalculations Automatically for Your Key Fields
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.
Random Spotlight
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Google Form Integration
Google Form Integration allows you to configure Google Forms with SuiteCRM, so data submitted via forms gets automatically updated within your CRM.
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Report and Dashboard
The Report and Dashboard add-on offers an intuitive and powerful set of reporting tools for SuiteCRM. It includes various chart types, summary and detailed reports, plus 2-dimensional layouts with exporting capabilities for popular file types.
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Docusign Integration
A complete SuiteCRM and Docusign integration which allows us to quickly pull data from SuiteCRM modules like Account, Contact, Lead, Prospect, User, Quote and Contract and then send them out for signature directly from SuiteCRM. The signed document's fields are then returned to SuiteCRM and att...
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