I'm looking for suggestions for a tool/platform that can help in capturing form and file attachment data from external sales agents. I currently use Google Forms and a plugin to enable sending email notifications to specific contacts, but the hope is to create something more advanced where people providing the data can login to submit data and make updates to the records. The platform should also enable approval workflows with email notifications to ensure the incoming data meets requirements.
Here is a description of the desired process:
Agent logs in to the platform
Agent submits data (and optional file attachments) into the system using a form
Upon submission, the system triggers a review task and sends an email notification to a reviewer
If the reviewer deems the information invalid/incomplete, they will
reject it, with comment, and the system will
automatically send the information back to the agent while copying
their manager. Record status will be updated automatically.
If the reviewer deems the information invalid, they will approve it, with or without
comment, and the system will automatically send the information back to the agent while copying
their manager and project administrator. Record status will be updated automatically.
Additional requirements:
Contacts for email notifications will vary by agent and they should be determined by identification items on the user/agent profile
Agents need to be able to update records but a new review task will be triggered once an update is submitted
The system should have functionality for searching the record fields
An agent should see their own data and data submitted by others in the same agency, but not the data submitted by agents outside their agency
I should be able to see the full list of submissions and version history of the records
Approximate scale: 100-150 agencies, 1000-1500 agents
So far, I've thought of using a list within SharePoint Online combined with Microsoft Flow, but I'm not sure it would enable all the desired functionality. I'd be interested in your thoughts about that setup as well as others that you think could work and/or have found successful. Even if your solution does not tick all the boxes, I'd be interested to know about it.
Thanks a lot for your help!
JP
Related
I set up new automation.
Created email templates with personalized tokens, added these tokens in my CSV file.
Uploaded CVS contacts with personalization tokens (created new separate contact list).
Connected uploaded contact list to new automation.
Set up automation "LIVE".
RESULT: system assigned new contacts/emails to the old templates/automation which I didn't have intent to use.
Also was weird, in old templates/automation were similar tokens {firs name}, {company} {line} but they weren't applied, only DEFAUL appeared instead of these tokens. Could you please help me understand how did it happen and avoid it in the future.
My goal is to use SendGrid in cold email outreach where I am going to create 2-3 new automations per week. I am using plain text in builder. Can you please show me the way to do it without mess I described above.
When I send emails using SendGrid automation these emails doesn't appear in my Inbox "Sent" folder.
Can you also help me to fix that
I don't what I need to try to fix that
I would like to trigger a workflow resetting a sum on all contacts every 1st January of the year. The workflow is implemented. It could be triggered on the specific date or even everyday, because the date is verified in the workflow before resetting.
How can i run it on every contact?
Hello and welcome to Stackoverflow, the answer to your question is as the following:
You need to create a Rest API outbound webhook in your Bitrix account with "CRM" & "Business Process" permissions.
You will write down a PHP code that will be executed on the exact date/time of you choice
The PHP script will do 2 process:
Will retrieve all the contacts that you have on your Bitrix account and store them into a string value.
It will run that Business process and pass the list of all the found contacts, and inside your Business process you're going to set it up in a way that it will run the required actions on every contact from eh contacts IDs passed by the first step.
The PHP script can be hosted in a webhosting or even on your local machine since it's once a year.
This is only the concept of the solution, I can't share the script code because I don't have it at the moments, please contact me if you faces problems.
In our DokuWiki Installation (Release 2018-04-22b "Greebo"), users can subscribe to daily notification mails, which is a core feature of DokuWiki.
For those daily emails, we would like to make sure that they arrive at a certain time.
In the documentation, I did not find anything about a script that could be started (i.e. from a cronjob) to send out mails.
I set up a cronjob calling a freely accesible page in the wiki using curl (no login required for this page). This did not cause emails to be send.
Any hint on how to schedule daily emails to be send at a certain time would be helpful!
Update: I am aware of .../feed.php, which would theoretically allow to get information on wiki events using the RSS feed. This data could be used to send notification mails. However, the RSS feed would need to be generated for every user to respect access right. For this to work, some sort of user credentials - or a copy of the user's access rights - would need to be copied to a place outside of dokuwiki and kept in sync.
I have reviewed all the past questions as well as scoured google results, but I can't find a good answer to this.
In our MS Dynamics CRM 2016 Cloud implementation, we have added email notifications to the owner of a Lead, or Opportunity, based on certain events. Sometimes the owner is a Team, and in those cases, we want to avoid sending to the team (it causes the workflow to get stuck in "waiting for retry based on error").
I added a qualification to all the workflows to say: If OwningUser.PrimaryEmail Contains Data ...
My theory was that if a user were associated with the Owner field, this would pass (all of our users have primary emails except service accounts), and if a team were associated, it would fail. However, that is not happening - it is still trying to send the email and failing.
I was concerned that it could be an issue if no user were assigned and the system tried to reference a null value.
However, I can't see another way to do this and no one I've talked to seems to know either.
Try adding a condition like this. This should hopefully tell you if the owner is populated with a team record, if not then you are safe to send the email.
For a couple of days now I've been searching for a solution that integrates ongoing work item communication over email into a specific work item's history.
For example once a ticket is created, if a specific TFS email account is included in email correspondence related to a specific ticket, some service would parse the TFS email account, read the email contents and attach the conversation to the work item. I've seen other ticketing systems support similar functionality.
The major problem I'm trying to solve here is to increase productivity by automatically keeping all tickets in sync with related conversations without user intervention.
Does anyone know of any commercial or open source products that can support this functionality?
I just implemented a cloud service using SendGrid that accepts emails at [workitemid]#mycloudservice.com and appends the email to the History of the work item. So if you forward an email to 1234#mycouldservice.com, the email date/subject/body is appended to the History of work item ID 1234.
Right now I have a lot of things hard-coded to my personal usage, but I'm thinking of making it generic/configurable for public usage. The big caveat is that the TFS server needs to be internet-visible (works great with Team Foundation Service). I'll update this answer when(if) I open it up for general usage. The code that handles the SendGrid POST is here if you're interested.
There is also the TeamCompanion Outlook add-in, that gives you a button in the ribbon to attach the current email to a work item. The last round I went with TeamCompanion I found it OK, but a bit buggy, and it may have slowed Outlook down (or that could have been psychological).