I know you can trigger an approval email to the approver of a document when a certain condition is met. However, is it possible to trigger an email back to the originator of the document when the approver makes a decision. Say PO originator gets an email saying the PO is now approved.
Thanks much
You are looking for the Changes Notification feature. Have a look at http://www.timrodman.com/acumatica-financial-report-change-email-notifications/ for a great tutorial on this.
In your PO case, you would probably only have to set the condition as Status Equal Approved and set the email adresses to receive the message.
Related
we are using Acumatica outlook plugin to create CASES and we are successful in achieving it.
As you know outlook plugin will automatically create a email activity when we create case. So sometimes we send reply from Outlook plugin and some times we send reply from Acumatica.
The issue is - When we send reply from outlook plugin we are unable to see email in "All Emails" screen, but if we are sending reply to same case from Acumatica we are able to see email in "All Emails" screen.
Can someone please suggest us, what we are missing here.
We are in 2019R2, without any customization published.
There could be a couple of reasons you may be running into this problem. Depending on how you have your setup, one reason could be because of the way you have your System Email Account set up. Check what email is sending as, it could be sending a centralized account. Also check what you default email is set on your account.
Also, are you using the Outgoing Tab? Or looking looking at the all records tab? It could be because of the status of your email. When sending through the Outlook plugin, double check the emails are sending, and double check the status of the activity. It could not be completing and being left as an open item.
I've been working on an integration that sends an envelope to 2 signers. I am trying to test and program for the case of 1 of the signers having a bad email address. I would need to:
Be notified of this (webhook?)
Update the email address for the signer
Update the email address in the custom fields as that's printed on the agreement
Resend the envelope
When I enable the delivery failure notification in Connect (this is set up at the account level, for now), I don't see where the failure is noted in the webhook response or for which signer the error is happening.
I've found multiple links via Google talking about "correct and resend" but I haven't been able to get anything definitive in terms of what steps need to be taken or a (PHP) code example. I've also found "resend" in the API reference but still no code examples.
I also haven't seen any code examples (PHP) of how I would update a signer's email address and how that would work via the API.
It'd also be good to know how to update custom field data for both signers so the email address in the contract is updated (it's listed separately as part of the custom form data).
And finally, how would I resend the envelope?
Thank you for your thoughts.
Per DocuSign support (customersupport#docusign.com):
Be notified of this (webhook?)
I have updated your account settings and now you should be able to see AutoResponded in your webhook messages when email invalid or unreachable.
(my comments: so it sounds like you have to ask to be able to see this stuff, it's not part of their standard webhook responses)
Update the email address for the signer
I also haven't seen any code examples of how I would update a signer and how that would work.
Unfortunately we don't have an example for recipient update but the logic is to get list of all recipients, pick the one need to be updated, and update.
You can use below to retrieve all recipients per envelope
https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/enveloperecipients/list/
GET /restapi/v2.1/accounts/accountId/envelopes/envelopeId/recipients
Extract the one you need to update edit email and update using the below
https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/enveloperecipients/update/
PUT /restapi/v2.1/accounts/accountId/envelopes/envelopeId/recipients
You can also see example code in C# how to do this in this thread https://github.com/docusign/docusign-csharp-client/issues/307
Update the email address in the custom fields as that's printed on the agreement
There is bug case created ( above link ) regarding this. At the moment you can not update signer custom fields case EC-2944.
Resend the envelope
You can resend the envelope during recipient update
https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/enveloperecipients/update/
PUT /restapi/v2.1/accounts/accountId/envelopes/envelopeId/recipients
My commentary:
Since custom fields can't be updated, this whole use-case goes out the window. We can't have contracts with incorrect data on it, so my client will have to do these corrections by hand. Kind of a bummer.
It looks little weird. The approval email is however received.
My Logic App has a number of actions to collect & process the data from SharePoint Online. All actions with regards to the processing are working as expected. Even the Approval step is getting executed
However, the "Send Approval Email" action does not wait for a response.
Any help here would be appreciated.
The 3rd party mail filters (like G Suite and Mimecast) will autoselect the User options in 'Send email with options' action. For that reason, please set Show HTML confirmation dialog to Yes in order to avoid this problem related to the functionality.
Reference : https://learn.microsoft.com/en-us/connectors/office365/
I would like to handle a scenario in Stripe where a trial has ended and no credit card has been entered. Currently in Stripe...
At the end of the trial period, an invoice is created (invoice.created).
An hour later the invoice payment is attempted.
If the attempt fails, the invoice enters dunning (per how they've been configured).
However, I would like to "short-circuit" the attempt on the invoice if there is no credit card on file. Instead of failing and entering the dunning cycle, I'd like to immediately mark the invoice as failed (or some other status that allows me to pay for it later).
This way...
A customer on trial who has no intention of continuing (i.e. they never entered a credit card), will not be forced to sit through the dunning process and receive payment failure emails via Stripe.
If they decide to come back, upon entering CC info, I could pay the outstanding invoice via the API and reactivate them on our end.
There doesn't seem to be a straightforward way of doing this. Specifically, while I could process an invoice.created webhook event and then figure out if the customer has a CC on file, I can only mark that invoice as closed, which, to my knowledge, means I cannot reopen it later to pay if they decide to come back.
Has anyone dealt with a scenario like this? It seems like there is no elegant scenario for handling a trial end when a customer has not entered CC info.
I've figured out a workaround. Posting here in case anyone else stumbles upon this issue one day.
Rather than short-circuiting the dunning cycle for an invoice with no CC, I simply let the dunning cycle proceed.
However, I've disabled Stripe failed payment emails from being sent from Stripe. This way, I can decide what emails to send (or not send) upon any payment failure via the webhook.
Now, when I receive an invoice.payment_failed hook, I can check against the customer's ID passed in the event to see if that customer has a CC. If they don't, then I can custom send a "Trial ended" email on my end and suspend the account (again, on my end).
On subsequent failures during the dunning process, I will be able to check if the account was already suspended. If so, I simply don't send any email notification.
The net effect is that a customer gets the "Trial ended" email on the first invoice.payment_failed event, and nothing on subsequent events.
For customers who do have a CC, I can send off a "payment failed" email on receiving each event.
I am working on a CRM.
We recieve reply from the leads and customers.
We have sequences(Workflows and scripts) by which we send Emails to our customers or leads. When they reply to the mail I can see the mail in the netsuite as well as the sending mail id recieves them as response.
I want to forward this mails to a particular mail id which is not the sending nor cc or bcc mail id. How can i achieve this? which script needs to be written or any workflow to be created for this.
Thanks In advance
Gladiator
Try build an action on top of the "event" record maybe? Whenever an email is created with said characteristics do X.
Same could be done searching for customer records on a scheduled basis.
You could also try building an email plugin to collect responses.