Hi Guys,
When a lead is added to suitecrm, i want to send a email automatically. Is this possible? The email is always the same.
Best Regards
Yes workflow would work 
Related module = Leads
Condition = Lead > status = New
Action = Send Email
= select Email Template
= You can send to a specific email or user or related email address
Thanks
This should work
This is inside work flow. You have to create an email template to send to you as well. make sure the cron is enabled aswell on your system (Admin > Scheduler) to make sure the work flows run successfully
Thanks all! But where can i find the workflow option in Admin? Don’t see anything dat comes closes to Workflows…
workflow isnt in admin its an actual module so search in ‘ALL’
oops! The ‘all’ section in the header? I removed that from the header to make it look clean to my end users. Can i reach that through URL?
oh ok ahah
Try putting this /?action=ajaxui#ajaxUILoc=index.php%3Fmodule%3DAOW_WorkFlow%26action%3Dindex%26parentTab%3DAll
Let me know if that works
It works!! Thanks!!
Admin > Configure module menu
You could add it to a different menu filter for easier access
Thanks, will do.
Other question. I created a workflow. Do i need to add it to the crontab? Cause it isn’t working yet. My lead doesn’t get an email.
BR
what is the action you have set?
My action set up was to send an email to me when a lead was created and not the lead its self but it may be possible to do that
This is a print screen of my action. No, i want that the lead gets a ‘welcome email’.
And is it possible to add this email to the activity tab within a lead? So that it is clear that the lead had this mail?
yup the reason it aint sending out any email is youve only specified the template if you click the + button and select To > Record Email and as that is going to the lead you can remove the condition (that will now send that email to all leads you have and will create in the furture)
you have a slightly different condition so you could actually keep that. PLUS you will be able to see if the email has successfully sent in the process audit
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it works perfect! Thanks. To the mails, can i attach files, or include images?
all of that should be done through the email template
Yes it worked! But, i can’t select an image, the button seems to be not working/greyed out. Is this another setting?
what did you select as your source? it should work
I haven’t selected any source yet. It’s a text field, so when i push the button on the right (i expect browse PC) nothing happens.
have you checked permissions. Could you try a quick repair and rebuild (Admin > Repair)
I have it working on 7.7.4