TLDR: I want to add Acumatica specific data to the Sendgird Dynamic template for operational emails.
We’re currently testing an email notification triggered by a record update in Acumatica. In the CRM module when an Opportunity moves into a “To Estimating” stage and is saved, a business event triggers an email sent to the contact letting them know their project is being estimated. The problem is the HTML builder were using (stripo) doesn’t work well with Acumatica (the image hosting is outside of Acumatica so none of the images pass through to the email). We now have a SendGrid account and are using the dynamic template builder to create this new email, however I am not sure what I need to add into the html to allow for Sendgrid to pass Acumatica information like:
>Estimate # ((CROpportunity_opportunityID)) <The other option is to build the template in sendgrid and copy/paste the html into the notification template in Acumatica...but if we are using the sendgrid API isnt the email being triggered in Acumatica and sent by sendgrid? Thanks for your help!
