Need help with workflows

[aiden530]

Hi All,

Im looking for some help, i want to set up the following:

I want my customers to send an email in a specific format to place orders(this email will be monitored on SuiteCRM) When an email is received in the monitored inbox, I want suiteCRM to create a case, and within the case a task needs to be created to create a quote with the variables from the email (products and quantities), the user will then approve the quote and convert it to an invoice at this point a task must be created to send an email with the invoice attached to the user…

Is this possible ?

Thank you

[John]

Hey there,

Are you still looking for an answer to this?

You should be able to achieve this, but it might take a bit of setup to get going

So:

• To recieve Cases, you can do this by setting up an Inbound Mail box
  See: https://docs.suitecrm.com/user/core-modules/cases/
  https://docs.suitecrm.com/admin/administration-panel/email/
  With this, you can have it so that, when a user emails a specified inbox, a Case is created in the CRM.

• Then, set up a Workflow on the Cases Module, to Create a Task
  See; https://docs.suitecrm.com/user/advanced-modules/workflow/
  With Workflow, you should be able to create a Workflow that runs on Case-Creation, that creates a Task with whichever values you would like.

• Then, you should be able to create another Workflow on the Invoice module, to create a different Task

(Or, Alternatively, a Logic Hook, if you wish to do this on a Code-level:
https://docs.suitecrm.com/developer/logic-hooks/)

Let me know if you need any assistance on anything above!