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Sending All New Quotes To An Email Address


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#1 Adam MacLeod

Adam MacLeod

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Posted 17 July 2013 - 08:53 AM

Hello All:

I was wondering if there is a way to have the system send an email to a designated email address every time a new quote is created with the details of the new quote?

Thanks.


Best Regards,

Adam MacLeod


#2 X2Jake

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Posted 17 July 2013 - 09:48 AM

Not by default, no. That said, this would be a pretty simple customization to make, you would just need to modify actionCreate in QuotesController so that it sends an email after the model is saved.

 

Additionally, you can come very close to what you need (but not quite there) with the X2Flow designer in the professional edition. You could set up a flow that says "If a Quote is created, email this address with this message." However, you can't access the properties of that quote yet. I'm not the developer working on that, so don't quote me on this but I believe there is work being done to make that possible, but again I'm not sure of any specifics, just that there was talk about this.

 

Jake


Jake Houser

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