e-mail report with attachment and copy results to another table

  • 0
  • 1
  • Question
  • Updated 3 years ago
  • Answered

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,

Dave

Photo of David

David

  • 0 Points

Posted 3 years ago

  • 0
  • 1
Can you tell me how many emails per days there would be.  I have a low tech solution if it's only say a few dozen a day.
Once QuickBase webhooks are available, then I know how to do this with a low tech script.
Oops, sorry, QuickBase cannot actually natively send an actual, attachment.  The closest it can come is to send a link to an attachment.  If you actually need an attachment emailed, then I know for one that Juiced  has a product that will do that.
http://www.quickbasetools.com/#!qb-courier/c1t45
Photo of David

David

  • 0 Points
Thanks!  I'll take a look at the product you mentioned.  The volume of e-mails is pretty low.  Do you have any thoughts on recording the activities in another table?  Does the add-on help with this or is the API the way to go?
I could work with you to make a button to click to fire the email and record the entry in the Activity table.  The recipient could get an email with a link to click to see the attachment, but the email itself would not carry the attachment.  If you actually need to have an attachment delivered, then you would need to use Juiced, and their tool could be modified, I assume, to also create a child record.  As they will also have a one-time development charge and monthly charge, you would need to decide if you can live with a link to a file and not the file itself.
Photo of David

David

  • 0 Points
Thanks!  Is it possible to have the button add multiple records to the Activity table (one for each row in the report).  If there are 40 e-mails in the report, we'd like to send one e-mail (to all 40 via BCC) and then add a row to each of the 40 people.  I've seen examples using the API that added one record, but wasn't sure if it was possible to add for multiple.  Do you have any thoughts on this?  Thanks for your responses so far!
Hmmm, Interesting.  Well I could assemble two pieces.  

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.