Hello all, when a new user account is added to suitecrm i want to send an email to a user with a list of fields from their account - is this easy to do?
Yes, you can create a WorkFlow using an email template with Users Module variables
Best Regards
Hi Mike, could you explain this a little easier for me or reference any docuemtnation?
Thank you.
Fisrt create your template, with the variables that you want to send via email:
Email Module -> Actions Menu -> Create Email Templates -> Compose your email by selecting Users module and inserting the suggested variables
Then create your workflow:
Workflow Module -> Create -> Select WorkFlow Module “Users” -> Run on New Records -> Add Action -> Select Action “Send Mail” -> Email "example@example.com" -> Email Template “your previous email template created”
That’s quick explained, Documentation is here:
thank you Mike thats awesome
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