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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 actively 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
Terms & Conditions
By installing this product you agree to terms and conditions outlined in the license agreement.
Support
Support is available for this application.
Support conditions
To keep this app free of charge support is provided only by email.
Support contacts
Phone
+15143164848
Email
support@solutionsmetrix.com
Reviews
Installation
Product compatibility
Product
All products on Creatio platform
Version
7.16.0 and up
DBMS
Any supported DBMS
Platform
.NET Core (deprecated from 8.0.9)
.NET Framework
Deployment options
Cloud
On-site
Account data sharing
By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.
The App Developer will process your data under their privacy policy.
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)
What's new
What's new?
Version 1.1.0
App is adapted to new Creatio versions.
Type
Compatibility