probably a very silly question, however, I want users to be able to email Invoices as a PDF attachment to clients for payment through Creatio. Is there a simple one-step solution, other than generating a printable, saving the printable on the computer and then attaching it to an email?
Has anyone build a custom business process for this or is there a simple functionality that I'm missing?
Thank you for your question regarding sending invoices as PDF attachments to clients through Creatio. It’s a valid and common use case, and we’re happy to provide guidance.
To implement this functionality in a streamlined and automated way, we recommend creating a custom business process in Creatio using the following elements:
Read Data – Use the Read data process element to retrieve the necessary invoice information.
Generate File – Use the Process file element to create the invoice file.
Send Email – Use the Send email element to attach and send the generated invoice to the client.
Additionally, to generate the invoice in PDF format, an external connector is required. We recommend using the AsposePDF connector available on the Creatio Marketplace: 🔗 AsposePDF Connector for Creatio
To trigger this process, you can either:
Add a custom button to the Invoice section, or
Configure a start signal to initiate the process automatically based on specific conditions (e.g., invoice status change).
Thanks, are there alternatives to the Aspose Connector? The one review is very bad. Also, as we had reports set up for a long time, we are able to convert reports straight to PDF's in Creatio using the Printables function. So the preference would be to utilise this functionality.
