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,