How to Mail Merge and Email in a workflow

Posted By pwhorten over 6 years ago

Hi all,

My company has a need to send (via email) a mail merged document as part of a buy/sell transition workflow rule. I see that Sage CRM has a workflow rule to email, and a separate one to perform a mail merge, but I am at a loss on how to automate this process. I would even be OK with performing this in a sequence of workflows (such as WF #1) Perform Mail Merge & WF #2) Send email with Mail merged document), but I need this to be automated. How can I get the 2nd WF rule (for emailing) to automatically pick up the recently merged document and attach)? I'm not sure why this isn't a feature in the first place as this is 2017 and emailing a merged document as an attachment has been a long requested feature. Any help here is much appreciated.

Thanks,
Paul Whorten
Systems Analyst / Sage CRM Developer

0 scankannan over 6 years ago

a buy and sell process would involve different price sheets with lineitems involved, I would therefore believe the mail merge needs to use different quote templates and use the associated price list of the quote. Am I right in my understanding paul ?
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel
0 CRM Together over 6 years ago

We have a client side mail merge tool that might be of interest.

accelerator.crmtogether.com/index.php

Demo here

https://vimeo.com/231062261

I'm not sure it will deliver 100% of what you want but might go some way.
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel
0 pwhorten over 6 years ago

Well, this particular piece is simply an outlining of policy with a place for signatures and dates. Ideally I would love to have this push through a signing app like Adobe Echosign, but that's an extra wish list item.
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel
0 pwhorten over 6 years ago

CRM Together, it is definitely an interesting option... do you foresee any ability to send the PDF through your tool and through a signing tool like Adobe Echosign?
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel
0 CRM Together over 6 years ago

Like an option to "send to adobe"... Looks do-able based on some quick research. Paul i know your sage partner and we work with them so could you contact them and see about having a call on this?
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel

Sage CRM

How to Mail Merge and Email in a workflow

COMMUNITY

COMPANY

PARTNERS

SUPPORT & TRAINING