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Email process elements for Creatio

New process actions added to process designer, which allows you to create an email activity with different sending options

Add-on
Application type
On-site
On-site deployment
Cloud
Cloud deployment
    Product 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
    Price
    Free
    Product compatibility
    Product
    All products on Creatio platform
    Version
    7.16 and up
    DBMS
    Any supported DBMS
    Platform
    .Net Core
    .Net Framework
    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:
    1. Email template (lookup: link to emails template)
    2. From (lookup: link to mailbox account registered in a system)
    3. Recipient (text: email of the recipient)
    4. RecordId (uniqueidentifier: id of the connected record to fill macro in a template)
    5. Send (boolean: send email or just create and save)
    6. ActivityId (uniqueindetifier: returns id of record created;
    • "Send existing Email" action has the following parameter required to be filled: 
    1. ActivityId (uniqueidentifier: id of the email type activity)

    Leave your feedback about the solution to its developer and Marketplace team