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Description
Product description
The Email process elements for Creatio allows you to create and send emails, which will be saved in a system as email activity so that you can track all the emails sent to Contact on a connected entity (i.e. Account, Opportunity, Invoice etc) and/or Contact itself on a "History" tab on a "Emails" detail.
Use cases:
The application is an excellent asset for companies which active use email integration in the business processes.
Key features:
- 'New email' action creates an email activity based on a template with options: send it immediately, or create and save without sending it;
- 'Send existing Email' sends existed email activity.
Languages
Pricing
Price
Free
Support
Support is available for this application.
Support contacts
Phone
1-888-747-8210
Email
support@solutionsmetrix.com
Installation
Product compatibility
Product
All products on Creatio platform
Version
7.16 and up
DBMS
Any supported DBMS
Platform
.Net Core
.Net Framework
Deployment options
Cloud
On-site
Guides and manuals
Create a new process and add either "Send exising Email" or "New Email" action.
- "New Email" action has the following parameters required to be filled:
- Email template (lookup: link to emails template)
- From (lookup: link to mailbox account registered in a system)
- Recipient (text: email of the recipient)
- RecordId (uniqueidentifier: id of the connected record to fill macro in a template)
- Send (boolean: send email or just create and save)
- ActivityId (uniqueindetifier: returns id of record created;
- "Send existing Email" action has the following parameter required to be filled:
- ActivityId (uniqueidentifier: id of the email type activity)
Feedback
Type
Compatibility
Leave your feedback about the solution to its developer and Marketplace team