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Email Record’s Files with Business Event

Upfront$649.00
Upgrade Assurance: $165.00 (annually recurring after one year)
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Acumatica’s Business Events can email a template automatically when a condition is met, but the stock email action can only attach configured reports — never actual files on the record that triggered the event.

This customization adds a new Business Event subscriber, Email Notification with Attachments, that sends the same Email Template through Acumatica’s own mail pipeline, but adds real file attachments from the triggering record — or, optionally, from a configured detail view on that record (e.g. pull attachments off a related line instead of the header).

Use cases:

  • Email the files uploaded to a Sales Order, Purchase Order, Case, or other record
  • Email the files attached to the detail lines of a Sales Order, Purchase Order, etc
Effort to install / configure: ●●●●◌