Send Email with Link to Document Function in Naologic Actions

The Send Email with Link to Document function is used to email a document link to a specified recipient. This function supports documents such as quotes, orders, invoices, work orders, or purchase orders and ensures that recipients can access the document via the generated link.

What is the Send Email with Link to Document Function?

This function automates the process of sending an email with a link to a specific document. It retrieves the required document, generates the link, and uses predefined email templates to send the email to the recipient.

How to Add the Send Email with Link to Document Function

While editing the desired installed action:

1. Click on the "Add Function" button inside the action edit modal.

2. Search for "Send Email with Link to Document" in the list of available functions.

3. Select the function to include it in the action.

4. Configure the function by specifying the following fields:

   • App: Specify the application from which the document originates.

   • Email Template: Choose the email template to be used (e.g., "Quote").

   • Customer ID Data Pointer: Define the data pointer to locate the customer ID for identifying the recipient.

   • Target Data Document Name: Specify the document to be sent (e.g., quotes, invoices, etc.).

   • Account ID Email Pointer: Select the field that contains the recipient’s email address.

   • Name in Email: Define the name to be displayed in the email (e.g., the recipient’s name).

   • Email Integration: Specify the email integration to be used (e.g., "Stripe").

   • Document ID: Ensure the link contains the correct document ID for accessibility.

5. Save the action settings.

Once configured, the function will generate a link to the specified document and send it to the defined email address using the selected template.

The Send Email with Link to Document function simplifies the communication process, ensuring that recipients have quick and direct access to the required documents through their email.