I'm trying to figure out how to use the Zoho CRM send_email API to send an email that is attached to the sales order but with no PDF attachment. The API requires me to specify a template for a PDF attachment (inventory_details, inventory_template, etc.). However, I want to send an email with no attachment.
We have a workflow rule in Zoho CRM that we created that sends emails attached to sales orders without attachments, so this seems to be possible, but I cannot figure out how to do it via the REST API.
Currently, our sales order has a field for shipping email address, which is where we want to send the email. We use that email address to find a contact in our system, and send the email to that contact. However, sometimes that email address doesn't match up to a contact (common when the buyer is buying on behalf of someone else) or the email matches multiple contacts. It would be much simpler to attach the email directly to the sales order with no PDF like we are doing in the workflow rule.
How can I do this via the REST API? Thx.
Tech details:
Request Body:
{
"from": {
"user_name": "John Smith",
"email": "john.smith@example.com"
},
"to": [
{
"user_name": "Chris Smith",
"email": "chris.smith@example.org"
}
],
"org_email": true,
"mail_format": "html",
"template": {
"id": "yyyyyyyyyyyyyyyyyyy"
},
"inventory_details": {
"inventory_template": {
"id": "zzzzzzzzzzzzzzzzzzz"
}
}
}