Reply customer with email for new case

Hello!

Our bussiness has the create case from an inbound email implemented right now. Just like the next guide:

https://support.sugarcrm.com/Knowledge_Base/Email/Automatically_Creating_Cases_From_Inbound_Emails/ 

We had the auto reply email configured, so the customer has a report of the creation of the case.

However, we are now deploying tools to create a case from Sugar API's.

We would like some help on the workflow configuration to send an email to the customer everytime a case is created.

Thanks in advance

  • Hi Jose,

    I believe you can achieve this by adding a snippet of code for sending email after a case is created in Sugar. You can add some validations like if the case has been created successfully in Sugar,based on the Case ID and number you can send an email to customer. You can go through this link to know more about how to send emails through mailer factory in SugarCRM. In your API code you can include logic to send email based on some validations and you can do this. Please let me know if this helps.

    Best Regards,

    Poojitha Katram.

  • Would the snippet be part of my API code or in the Sugar instance itself? 

    Also it seems you forgot the link you mentioned!

  • Hi Jose,

    Yes you can add that code in your API call and sorry I forgot to share the link in earlier reply. Based on the Sugar version you are using you can check the Mailer factory Concept in SugarCRM. In Mailer Factory we can understand how emails can be sent programatically in SugarCRM. Hope this helps. Thank you.