{"id":942,"date":"2022-02-07T19:35:53","date_gmt":"2022-02-07T19:35:53","guid":{"rendered":"https:\/\/logicbuilder.integroscrm.com\/help\/?page_id=942"},"modified":"2023-04-06T15:35:26","modified_gmt":"2023-04-06T15:35:26","slug":"send-email","status":"publish","type":"page","link":"https:\/\/logicbuilder.integroscrm.com\/help\/send-email\/","title":{"rendered":"Send Email"},"content":{"rendered":"\n<p><a name=\"abstract\"><\/a>Sends Email from Sugar.&nbsp;<\/p>\n\n\n\n<p><strong>inputs:<\/strong><\/p>\n\n\n\n<p><span style=\"color:#9ed267;\">from address<\/span> &#8211; link or specify directly the address to be used in &#8220;From&#8221; of your email. If empty then an email is sent from the account that is set in System Email Settings.<\/p>\n\n\n<div style=\"background-color: #ddeaff; border-left: 6px solid #0072b3; padding: 12px;\">\n<p>Note that regardless of the value you provide, the Outbound Email&nbsp;account, specified in Sugar setting will be used to actually send your email.&nbsp;So if an Email must be sent from a specific user or specific email address, verify that there is a&nbsp;<a href=\"https:\/\/support.sugarcrm.com\/Knowledge_Base\/Email\/Configuring_Send_As_Permissions\/\" rel=\"noreferrer noopener\" target=\"_blank\">proper send us configuration<\/a>&nbsp;in the mail server.<\/p>\n<\/div>\n\n\n<ul class=\"wp-block-list\">\n<li>Required: no<\/li>\n<\/ul>\n\n\n\n<p><span style=\"color:#9ed267;\">from the name<\/span> &#8211; link or specify directly&nbsp;the name&nbsp;to be used in the &#8220;From&#8221; field.&nbsp;If empty then an email is sent from the account that is set in System Email Settings.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Required: no<\/li>\n<\/ul>\n\n\n\n<p><span style=\"color:#9ed267;\">to address<\/span> &#8211;&nbsp; link or specify directly the email&nbsp;address(es) of the recipient(s). This is where you specify who will receive your email. Use Email&nbsp;from Contact, User Email,&nbsp;or simply specify one or more addresses directly in the provided textbox.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Required: yes<\/li>\n<\/ul>\n\n\n\n<p><span style=\"color:#9ed267;\">to name<\/span> &#8211; link or specify directly the name of the recipient.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Required: no<\/li>\n<\/ul>\n\n\n\n<p><span style=\"color:#9ed267;\">CC Addresses<\/span> &#8211; link or specify directly whom to send a CC of this email. Use Email&nbsp;from Contact, User Email&nbsp;or simply input one or more addresses directly via the provided textbox&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Required: no<\/li>\n<\/ul>\n\n\n\n<p><span style=\"color:#9ed267;\">subject<\/span> &#8211; link or specify directly the subject for your email. Concatenate strings operator might be useful to create the subject string. Alternatively, you can input the subject directly via the provided textbox.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Required: yes&nbsp;<\/li>\n<\/ul>\n\n\n\n<p><span style=\"color:#6888c9;\">attachments<\/span> &#8211;&nbsp;input entity from Sugar with a File like&nbsp;<em>Note<\/em>&nbsp;or&nbsp;<em>Document<\/em>&nbsp;(or entities if it is needed to add several attachments); an output from <a href=\"https:\/\/support.sugarcrm.com\/Documentation\/Sugar_Versions\/12.3\/Sell\/Administration_Guide\/Developer_Tools\/Studio\/Fields\/#Field_Types:~:text=Policy%20Settings.-,Image,-Creates%20an%20image\">image<\/a> type of field ;input link from <a href=\"https:\/\/logicbuilder.integroscrm.com\/help\/get-pdf-file-from-html\/\">Get PDF File From HTML<\/a> to attach PDF File to the Email<\/p>\n\n\n<div style=\"background-color: #ddeaff; border-left: 6px solid #0072b3; padding: 12px;\">\n<p>Note: if it is chosen to save the Email in Sugar, attachment is saved as a Note related to this Email<\/p>\n<\/div>\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/02\/img-116-3f93a44a89bb4652bb3c69e0998c43ad-1024x287.png\" alt=\"\" class=\"wp-image-943\" width=\"788\" height=\"221\" srcset=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/02\/img-116-3f93a44a89bb4652bb3c69e0998c43ad-1024x287.png 1024w, https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/02\/img-116-3f93a44a89bb4652bb3c69e0998c43ad-300x84.png 300w, https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/02\/img-116-3f93a44a89bb4652bb3c69e0998c43ad-768x215.png 768w, https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/02\/img-116-3f93a44a89bb4652bb3c69e0998c43ad.png 1412w\" sizes=\"auto, (max-width: 788px) 100vw, 788px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/02\/img-116-a9c5f01beb7a4041a14cc40f76c4f56e-1024x320.png\" alt=\"\" class=\"wp-image-945\" width=\"788\" height=\"246\" srcset=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/02\/img-116-a9c5f01beb7a4041a14cc40f76c4f56e-1024x320.png 1024w, https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/02\/img-116-a9c5f01beb7a4041a14cc40f76c4f56e-300x94.png 300w, https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/02\/img-116-a9c5f01beb7a4041a14cc40f76c4f56e-768x240.png 768w, https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/02\/img-116-a9c5f01beb7a4041a14cc40f76c4f56e.png 1339w\" sizes=\"auto, (max-width: 788px) 100vw, 788px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"545\" src=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2023\/04\/img-116-a9164e7ceeab43738ae889d8147d46d4-1024x545.png\" alt=\"\" class=\"wp-image-2210\" srcset=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2023\/04\/img-116-a9164e7ceeab43738ae889d8147d46d4-1024x545.png 1024w, https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2023\/04\/img-116-a9164e7ceeab43738ae889d8147d46d4-300x160.png 300w, https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2023\/04\/img-116-a9164e7ceeab43738ae889d8147d46d4-768x409.png 768w, https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2023\/04\/img-116-a9164e7ceeab43738ae889d8147d46d4.png 1216w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Required: no<\/li>\n<\/ul>\n\n\n\n<p><span style=\"color:#9ed267;\">text<\/span> &#8211; link or specify directly the body of your email. Use <a href=\"https:\/\/logicbuilder.integroscrm.com\/help\/concatenate-strings\/\">Concatenate Strings<\/a> or <a href=\"https:\/\/logicbuilder.integroscrm.com\/help\/get-html-text-from-template\/\">Get HTML Text From Template<\/a><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Required: no&nbsp;<\/li>\n<\/ul>\n\n\n\n<p><span style=\"color:#deb7ca;\">save email<\/span> &#8211; input boolean to save sent Email as a record in Emails module. By&nbsp;default sent email isn&#8217;t saved in Sugar.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Required: no<\/li>\n<\/ul>\n\n\n\n<p><strong>outputs:<\/strong><\/p>\n\n\n\n<p><span style=\"color:#ef6950;\">entity<\/span> &#8211; record of the sent Email. Can be used to link email to the record in Sugar like Case or Quote.<\/p>\n\n\n<p><a href=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/02\/img-116-7d609f55fa8b4d7ba56887aa7ece6065.png\" rel=\"prettyPhoto\"><img decoding=\"async\" src=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/02\/img-116-7d609f55fa8b4d7ba56887aa7ece6065-1024x560.png\" alt=\"\" class=\"wp-image-378\"><\/a><\/p><div style=\"text-align:left\" class=\"yasr-auto-insert-visitor\"><!--Yasr Visitor Votes Shortcode--><div id='yasr_visitor_votes_942' class='yasr-visitor-votes'><div class=\"yasr-custom-text-vv-before yasr-custom-text-vv-before-942\">Click to rate this post!<\/div><div id='yasr-vv-second-row-container-f00109992e6a5' \n                                        class='yasr-vv-second-row-container'><div id='yasr-visitor-votes-rater-f00109992e6a5'\n                                      class='yasr-rater-stars-vv'\n                                      data-rater-postid='942' \n                                      data-rating='0'\n                                      data-rater-starsize='24'\n                                      data-rater-readonly='false'\n                                      data-rater-nonce='fa81b01ba5' \n                                      data-issingular='false'\n                                    ><\/div><div class=\"yasr-vv-stats-text-container\" id=\"yasr-vv-stats-text-container-f00109992e6a5\"><svg xmlns=\"https:\/\/www.w3.org\/2000\/svg\" width=\"20\" height=\"20\" \n                               class=\"yasr-dashicons-visitor-stats\"\n                               data-postid=\"942\" \n                               id=\"yasr-stats-dashicon-f00109992e6a5\">\n                            <path d=\"M18 18v-16h-4v16h4zM12 18v-11h-4v11h4zM6 18v-8h-4v8h4z\"><\/path>\n                          <\/svg><span id=\"yasr-vv-text-container-f00109992e6a5\" class=\"yasr-vv-text-container\">[Total: <span id=\"yasr-vv-votes-number-container-f00109992e6a5\">0<\/span>  Average: <span id=\"yasr-vv-average-container-f00109992e6a5\">0<\/span>]<\/span><\/div><div id='yasr-vv-loader-f00109992e6a5' class='yasr-vv-container-loader'><\/div><\/div><div id='yasr-vv-bottom-container-f00109992e6a5' class='yasr-vv-bottom-container'><\/div><\/div><!--End Yasr Visitor Votes Shortcode--><\/div>","protected":false},"excerpt":{"rendered":"<p>Sends Email from Sugar.&nbsp; inputs: from address &#8211; link or specify directly the address to be used in &#8220;From&#8221; of your email. If empty then an email is sent from the account that is set in System Email Settings. Note that regardless of the value you provide, the Outbound Email&nbsp;account, specified in Sugar setting will &hellip;<\/p>\n<p class=\"read-more\"> <a class=\"\" href=\"https:\/\/logicbuilder.integroscrm.com\/help\/send-email\/\"> <span class=\"screen-reader-text\">Send Email<\/span> Read More &raquo;<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"yasr_overall_rating":0,"yasr_post_is_review":"","yasr_auto_insert_disabled":"","yasr_review_type":"","footnotes":""},"tags":[],"class_list":["post-942","page","type-page","status-publish","hentry"],"yasr_visitor_votes":{"number_of_votes":0,"sum_votes":0,"stars_attributes":{"read_only":false,"span_bottom":false}},"_links":{"self":[{"href":"https:\/\/logicbuilder.integroscrm.com\/help\/wp-json\/wp\/v2\/pages\/942","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/logicbuilder.integroscrm.com\/help\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/logicbuilder.integroscrm.com\/help\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/logicbuilder.integroscrm.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/logicbuilder.integroscrm.com\/help\/wp-json\/wp\/v2\/comments?post=942"}],"version-history":[{"count":6,"href":"https:\/\/logicbuilder.integroscrm.com\/help\/wp-json\/wp\/v2\/pages\/942\/revisions"}],"predecessor-version":[{"id":2212,"href":"https:\/\/logicbuilder.integroscrm.com\/help\/wp-json\/wp\/v2\/pages\/942\/revisions\/2212"}],"wp:attachment":[{"href":"https:\/\/logicbuilder.integroscrm.com\/help\/wp-json\/wp\/v2\/media?parent=942"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/logicbuilder.integroscrm.com\/help\/wp-json\/wp\/v2\/tags?post=942"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}