[Vtigercrm-developers] Attaching PDF's to Workflow Emails

Chris Landa stylesuxx at gmail.com
Tue Nov 3 14:45:09 GMT 2020


I want to automatically send an email to a contact once a Quote has been
created. I set up a workflow to notify the user.

The action type is "Send Mail", and is triggered on Quote creation.
I chose the template I want to use and the mail gets sent, once CRON runs -
unfortunately I see no way to attach the Quotes PDF to this email - am I
missing something or is this simply not possible?

I would also actually prefer to send the email right after the quote has
been created, not having to wait for the scheduler to run, is there any way
to do that? I thought maybe I can trigger this via webservices, but I do
not see how I could do this.

Chris
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