Hi.
Is it possible in Creatio to create a form that creates and sends a formatted email?
We want to create a form in Creatio to collect data. Our sales reps will fill this out, using pick lists, radio buttons, and freeform text. Then they will "submit" that form and Creatio will format the data in the email body (similar to code below) and send it off.
Any suggestions, info, or pointers you may have is appreciated.
Thanks!
Rob
Sales Rep: Oswald Cobblepot Customer: Dupont Opportunity: Dupont #1234 Industry: Chemical - Other Vertical: Chemical Sub-Vertical: free form text here (75 chars) Type: Contract renewal Holder: free form text here (75 chars) Tons: <500 Truckloads: 1K to 1.5K
Like
Hello!
Yes, what you're describing is fully achievable in Creatio using a simple business process.
Here’s how it works:
We can create a form inside Creatio (as a section or a page) with the necessary fields: dropdowns, radio buttons, and free-text inputs.
When your sales reps click "Submit", a business process is triggered.
This process will:
- Read the entered data from the form.
- Format the data into a structured email body (for example, using a table or plain text with labels).
- Send the email to the defined recipient, using Email element. The email body can include HTML for styling if needed.
As an alternative, you can also create a printable form (a printable report template). This report can then be reused within a business process and sent as an attachment in the email - for example, as a structured summary of the submitted data.