04-17-2013 08:19 AM
04-17-2013 08:50 AM
It will be pretty simple actually I just want to send mails everytime when an opportunity gets confirmed (field changed to confirmed) I can send out the basic text format but I want to send a template just like you said. Is this possible from SDK or I have to use ACT Mailing service.
04-17-2013 12:30 PM
There isn't a built-in function for sending an email using a template, dependent upon a change in data. I can't answer whether there is a way to do that using the SDK or not. You may want to post the question in the Developers Forum.
If you are using Sage ACT! 2013, Smart Tasks have the ability to react to changes in the contact data (not opportunity fields) and send either a text based email (won't send using template) or initiate a Sage E-marketing for ACT! email (HTML based email). Of course Sage E-marketing is a service and has a monthly fee.
Another add-on option may be Northwoods Sales Automation Manager (SAM), it can automate the sending of emails based on data changes (among other things).