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How to send a automail alert to a customer based on some date expiring alert from a custom module

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ABU K


 

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Alejandro Perez Cosio

Looking the same here (subscribed).

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Med Said BARA
Best Answer

Read the Response to this Question and at Step 2 select your model (the model defined in your custom module) and the related date field.

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Yenthe Van Ginneken (Mainframe Monkey)

@Med that looks perfect! Could you also trigger this kind of e-mail action with a non-date field? For example send an automated e-mail on the creation of a lead? Is the concept the same then?

Med Said BARA

You can use the same solution by selecting Lead/opportunity as Document Model and Creation Date as Trigger date.

Yenthe Van Ginneken (Mainframe Monkey)

Works like a charm! Thanks Med. Accepted & upvoted your answer.

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