How to record email as an activity?

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How would I send an email to a contact and then have it automatically record as an ACTIVITY in a table?
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cavenue

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Posted 4 months ago

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QuickBaseCoach App Dev./Training, Champion

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Do you mean by triggering an email Notification?  Is that what you mean by send an email?
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QuickBaseCoach App Dev./Training, Champion

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It is probably possible to do that but if you are very new to Quick Base you will need some help setting that up.

When you are asking to "send them an email" do you mean to open up an email window in your email client (like Outlook or gmail) and then you will compose the email your self or perhaps with some fields filled in and then you want to attach a file manually to that email? ie when you say send the proposal so you mean to attach say a PDF to the email?  Or is the email itself the proposal.
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cavenue

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yes, i am less than 30 days new to this! And yes, ideally the email could self populate and send a PDF to the person. Then automatically be marked in a history section somewhere.
But it seems that stuff like that is going to require coding that is probably beyond my scope of understanding. I wish it was as easy as drag and drop. thanks.
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QuickBaseCoach App Dev./Training, Champion

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Quick Base cannot natively create a PDF.  I typically use Juiced, who are a 3rd party add on provider, to generate the PDF and then also to email that.

That does require some setup, though.

https://www.juicedtech.com/courier
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cavenue

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thanks.
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Keith, Champion

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thanks Mark!