How would i add a Books Estimate to a email send within CRM
Im currently calling a function in CRM that creates a estimate.
I want to retrieve that estimate and send it via email additionally to my email template. How would I do that?
Best case would be to implement the estimate as HTML in front or after the email template, PDF would also work.
I tried:
parameters = {"accept":"pdf","print":true};
response = invokeurl
[
type :GET
parameters:parameters.toString()
connection:"crm2books"
content-type:"application/json"
];
But i cant seem to find how to use the response i get. Can i save the estimate as a PDF in a field in CRM and then reference this field in the template or something similar?
Thanks in advance!