Send Record Template as an Attachment in Mail
Requirement
Send a record summary as a PDF attachment via mail using the Deluge's send mail task.
Use Case
Consider an organization using Zoho Creator to manage POS operations. Whenever an invoice is generated, the invoice record template is promptly emailed to the customer as a PDF attachment.
See how it works
See how it works
Steps to Follow
- Create a form according to your preferences to collect invoice details. In this tutorial, for demonstration purposes, we have used the 'Pay an Invoice' form from the form template.
- Navigate to Record Templates in the application settings and Create a record template by selecting the Pay an Invoice form. Name the template 'Invoice'.
- Design your record template by dragging and dropping the required elements and fields for your template from the designer, as shown below.
- Create a workflow to execute on the successful submission of the Pay an Invoice form, then select the Record Event as 'Created'. Name the workflow 'Send Mail' and click Create Workflow. This workflow will send the invoice to the customer's email and store it in the Email field.
- Click Add New Action > Deluge Script and add the following code to the Deluge editor.
- //Mail the invoice record template as a PDF attachment to the customer using the Deluge send mail task.
- sendmail
- [
- from :zoho.adminuserid
- to :input.Email
- subject :"Zylker - Your invoice as on" + input.Date_field
- message :"Dear " + input.Name + ", <br />Thank you for your recent purchase with Zylker. Attached, you will find the invoice for your transaction.<br /> <br />Best Regards <br />Zylker Corp"
- Attachments :template:Invoice as PDF
- ]
Where,
Invoice | Represents the link name of the record template can be found in the record template properties. |
See How it Works
Related Links
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Automatically create daily reports and send current day's reports as email attachment
Requirement Schedule custom actions to automatically create labour reports everyday at the specified time and send a filtered report of all the reports corresponding to the current day as an email attachment. Use case Let's assume your company has ...Send Page as PDF Attachment via Email
Requirements Schedule an email to send a Zoho Creator page as a PDF attachment at defined time intervals using Deluge's sendMail task. Use Case To support customer engagement and business promotion, an organization uses the Pages feature in Zoho ...Configure send email action
To improve email deliverability, we will be following Gmail's updated sender email policy starting from February 1, 2024. This means that Gmail addresses cannot be used as a sender address in the send mail tasks. Learn More To configure an email ...Understand Record Comments
What Does This Page Cover? Learn about record comments and how your application users can read and add comments to records. Note: Record comments is only applicable to List Report. i.e. Users can only read and write comments to records in list ...Send Promotion Template Messages via WhatsApp with Zoho Creator
1. Requirement Increase customer engagement and sales efficiency by sending promotions and advertisements directly to customers via WhatsApp by integrating Zoho Creator with WhatsApp Business Platform. 2. Use Case A sales organization uses Zoho ...
New to Zoho LandingPage?
Zoho LandingPage Resources