How to build a button which was created in CRM using CreateUsingTemplate functionality into an automated function?
Scenario: I have created a button in my CRM, that uses the CreateUsingTemplate functionality. I need to build this into an automated function. Is it possible to use a CRM sendMail function to select my email content template and attach the record I have created in Sign for the customer to complete?
- The email templates in Zoho Sign can be customized in terms of design and HTML from our app's user interface. This can be achieved by creating a custom template by going to Settings > Admin > Email templates.
- These custom templates then will be applied across all the integrations when sending out documents for signatures. If not, a completely customized email in the HTML format can be passed into your Deluge code.
The implementation for this is as follows:
- In the createUsingTemplate task of your Deluge function, set the is_quicksend parameter to false. This creates a draft instead of sending the document out using the default email template.
- Use the submitRequest task to send the document out for signing. When passing the data for this task, you must add the mail_template key in the actions array for each action -> data > requests > actions > mail_template.
- Pass the customized email content in the HTML format into this parameter. The content must contain the tag $LINK_TO_SIGN$, which will be replaced by the signing link when the email is sent out. The tag can be in a button or hyperlinked in any other HTML element.
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