Send invites when creating a new meeting in workflow

SuiteCRM Forum - English Language Advanced OpenSales, Workflow, Portal support
1

Hi,
I have a workflow that creates a meeting when a new case is created. How can I make to automatically “send invites” of this new meeting??

Any help would be greatly appreciated.

2

You could do a second Workflow for the Meetings module that catches the meeting creation and sends emails.

But a preliminary question is: send to whom? If you have a fixed email address, it’s easier; if you need to get it from a related record you’ll have to look at which options are available from Workflow Actions on each module.

If you find it is impossible with a Workflow, you get more power with some simple PHP coding from a Logic Hook.

1 Like
3

Hi pgr,
the second workflow is a good solution.

Thanks!