I wish to create and send an email to the contact for an opportunity or
lead after it has been created but that email has to include a file
attachment.
It appears that email templates are incapable of doing this so I have
been looking at the CRMEmail object API and it still seems to be
impossible. All I want to do is to attach a button to the opportunity
form which will say 'send documentation' that should then launch a
process that will automatically create an email from a template attach
the current documents and send it. Is this possible in CRM through
either the workflow, templates or API? (or for that matter any other
method?)
TIA