I wanted to make sure I'm not overlooking something. We'd like to do the following:
1) Run a QuickBase report (filtering as needed). This report has the e-mail addresses for contacts we'd like to e-mail.
2) For all e-mail addresses in #1, we want to send an e-mail with an attachment. The e-mail addresses would be specified via BCC.
3) For all the records in #1, we want to add an entry to the Activity table (tied to the contact that received the e-mail) to record that the e-mail was sent with the attachment.
My general thought is that this needs to be done outside of QuickBase using the QuickBase API. Is there something that would help with #2 and/or #3 above other than the QuickBase API? I didn't know if an existing 3rd party add-on might help with some of this or if using the QuickBase API was the best path forward.
Any thoughts on this would be greatly appreciated.
Thanks in advance,
There could be a button to launch the script which would walk own that list of emails to be fired, and fire them off at the rate of about 3 per second. So 40 records would be about 15 seconds. Then the user would refresh the page after the pop up reported that the emails had been fired and instructs the user to refresh the page.
The refreshed list of 40 records would then have message on each line which says that the email has been fired and click here to record the activities (ie create the 40 children). That single click would create the 40 children and refresh the list of 40 records which would now be blank as no action is required - they all were emailed today and all have children Activity records created today, so the report would be blank..
So two clicks after say receiving a subscription report in the morning of emails to be fired today. If you like that solution contact me off line via the information in my profile to discuss me setting this up for you and showing you how it was done. It can be done without programmer scripting skills but it is still too complicated to try to explain step by step here on this Forum.