Add an attachment to an email

For this example, let’s assume we want to send out customer a quote for the new product they’ve ordered. The quote will be provided by our template system.

In order to render templates as PDF documents, PDF rendering must be setup.

Figure 1. The screenshot outlines the workflow that can be used to send an attachment via email.

The source code for the workflow example.

Workflow step details:

(1) System; onManual:
- resource: System
- event: onManual
- enabled: checked
(2) Render quote:
- type: Template render
- arguments:
  - lookup:
    
    type: Handle
    
    value type: constant
    
    value: quote
  - documentName:
    
    value type: constant
    
    value: quote
  - documentType:
    
    value type: constant
    
    value: application/pdf
  - options:
    
    value type: constant
    
    value: { "documentSize": "A4", "contentScale": "1", "orientation": "portrait", "margin": "0.3" }
- results:
  - document target: quote
(3) Render email:
- type: Template render
- arguments:
  - lookup:
    
    type: Handle
    
    value type: constant
    
    value: content
  - documentType:
    
    value type: constant
    
    value: text/html
- results:
  - document target: content
(4) Build base email:
- type: Email builder
- arguments:
  - subject:
    
    type: String
    
    value type: constant
    
    value: Quote for your product
  - to:
    
    type: String
    
    value type: constant
    
    value: example@mail.tld
  - html:
    
    type: Reader
    
    value type: expression
    
    value: content.document
- results:
  - message target: email
(5) Attach rendered template:
- type: Email embedded attachment
- arguments:
  - message:
    
    type: EmailMessage
    
    value type: expression
    
    value: email
  - content:
    
    type: Reader
    
    value type: expression
    
    value: quote.document
  - name:
    
    type: String
    
    value type: constant
    
    value: quote.pdf
(6) Send email:
- type: Email sender
- arguments:
  - message:
    
    type: EmailMessage
    
    value type: expression
    
    value: email
(7) Done

Make sure that the name parameter of the email embedded attachment uses a correct extension, such as .txt for plain text and .pdf for PDF. If the extension is omitted or incorrect, some email clients may display the attachment incorrectly or ignore it altogether.

The resulting email message includes the quote PDF as an attachment.

Figure 2. The screenshot outlines the raw received email message.

Example templates

The above example uses two templates: quote and content

Figure 3. The screenshot outlines the basic email content template used in the example.

The source code for the email content template:

<!DOCTYPE html>
<html>
<head>
  <meta charset='utf-8'>
  <meta http-equiv='X-UA-Compatible' content='IE=edge'>
  <title>Quote for our services</title>
  <meta name='viewport' content='width=device-width, initial-scale=1'>
</head>
<body>
  <h1>Hello!</h1>
  <p>
    Attached is the quote for our services.
  </p>
  <p>
    Best, Team ltd
  </p>
</body>
</html>

Figure 4. The screenshot outlines the basic quote template used in the example.

The source code for the quote template:

<!DOCTYPE html>
<html>
<head>
  <meta charset='utf-8'>
  <meta http-equiv='X-UA-Compatible' content='IE=edge'>
  <title>Quote#012356</title>
  <meta name='viewport' content='width=device-width, initial-scale=1'>
</head>
<body>
  <h1>Quote#012356</h1>
  <p>
    Service quote for our services
  </p>
</body>
</html>