26 lines
933 B
QBasic
26 lines
933 B
QBasic
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PARAM to AS STRING
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PARAM template AS STRING
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PARAM opportunity AS STRING
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company = QUERY "SELECT Company FROM Opportunities WHERE Id = ${opportunity}"
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doc = FILL template
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# Generate email subject and content based on conversation history
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subject = REWRITE "Based on this ${history}, generate a subject for a proposal email to ${company}"
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contents = REWRITE "Based on this ${history}, and ${subject}, generate the e-mail body for ${to}, signed by ${user}, including key points from our proposal"
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# Add proposal to CRM
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CALL "/files/upload", ".gbdrive/Proposals/${company}-proposal.docx", doc
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CALL "/files/permissions", ".gbdrive/Proposals/${company}-proposal.docx", "sales-team", "edit"
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# Record activity in CRM
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CALL "/crm/activities/create", opportunity, "email_sent", {
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"subject": subject,
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"description": "Proposal sent to " + company,
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"date": NOW()
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}
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# Send the email
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CALL "/comm/email/send", to, subject, contents, doc
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