Blog, CRM Extensions, Ultimate Workflow Toolkit

UWT: Email Invoice in PDF format

It became a typical scenario – Email Quote or Invoice to customer in PDF format. When you’re on premise – it’s not a big problem – develop report, publish it to CRM, publish it to Reporting Services and use Reporting Services to render report in PDF format. But what to do when you’re online? One of new steps introduced in latest version of Ultimate Workflow Toolkit helps you to automate this process.

I used CloudConvert cloud service for this purpose (please don’t consider this as an advertisement – I don’t get any royalties). So to use this step you will have to subscribe for some plan with CloudConvert. If you do less than 25 conversions per day then you can go with “Free Plan”. I will not provide registration details in this post.

As a first step add generation of “Invoice Template” to Word using OOB functionality – “Perform Action” step – “SetWordTemplate”:

After that add “UWT: Annotation: Convert File” step and configure it:

Set reference to source record, enter the name of document that was generated on the previous step and enter name of file that you want to get as an output – in my case I wanted Word Document to be converted to PDF. Also you can define if you want to store converted document or replace original one using “Replace Original File” radiobutton.

On the next step create email without sending it.

After that add “UWT: Email: Attach Notes from Record to Email and Send” step and configure it:

Set “Record Reference” to reference of record word template was generated for, add a filter that includes filter by filename, set “Send Email” to “True” and populate Email lookup with email you created previously.

Save and activate workflow. Let’s see it in action:

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