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

Rubén A. Estrada Orozco rulotec1 at gmail.com
Tue Nov 3 17:00:28 GMT 2020


You cannot attach pdfs in a workflow. You would have to implement your own
workflow task. You can also take a look at pdfmaker by its4you.
Saludos

Rubén


On Tue, Nov 3, 2020 at 8:47 AM Chris Landa <stylesuxx at gmail.com> wrote:

> 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
> _______________________________________________
> http://www.vtiger.com/
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