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Phase Specific Automated Email Sends Customer a New Form to Populate Card Fields in Current Phase


daniel-bluelotuscreative

Phase Specific Automated Email Sends Customer a New Form to Populate Card Fields in Current Phase

Is there a way to have a card enter a new phase,

which triggers an automated email to the client,

in which the client receives  information from the populated phases fields (such as a quote of hours and $)

And the client is given a form - or a mini-form, where they are able to input Quote Approval as well as a long text field for additional information, and this information automatically populates the cards fields

Trying to make the process as simple for the client as filling out a form

4 replies

marcosmelo
Forum|alt.badge.img+18
  • Pipefy Legend
  • 1465 replies
  • November 23, 2023

Hi, @daniel-bluelotuscreative 

 

You can try using two resources to try to resolve your request

 

How to pre-fill specific form fields in Portals

https://help.pipefy.com/en/articles/4992682-how-to-pre-fill-specific-form-fields-in-portals

 

What are Phase Forms?

https://help.pipefy.com/en/articles/4745472-what-are-phase-forms


Ezequiel Souza
Forum|alt.badge.img+14

It’s a good idea. An email (receive) is used as a trigger of automation.


Priscila Rodrigues
Pipefy Staff

Hi, @daniel-bluelotuscreative 

You can insert the available fields into the phases to collect the necessary information/approvals. Then, share the phase form with the customer to be filled out.
The customer can access this form through a link received by email, or if you add him as a Company Guest (free of charge) in your organization, he can deal with the pending approvals through the Task Area.


caroline-delben
Pipefy Staff
NewSubmitted

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