How To Generate and Send PDF as Email Automatically?

Hi, does anyone know if the SugarCRM BPM's Process Definition Module actually allows automatic creation of PDF based on a template created on the PDF Manager module?

What we want to do:


  • Generate PDF document using the PDF template created in PDF Manager based on triggers.
  • Doesn't require user to manually send PDF to sales lead.

Setup in Mind / Process Flow:

  • If record sales_stage = verified;
  • Then generate PDF based on selected PDF Template on PDF Manager module
  • Then send email based on email template on Process Email Templates module with generated PDF as email attachment

Kindly advise, thank you.