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Display Skuid Page in Email

  • Jul 11, 2024 1:13 PM UTC
  • 10 replies
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I’d like to setup an automatic email that sends out Skuid pages. I already have the automatic email setup through APEX, but not sure how to get the Skuid page to display in the email. Anybody have any idea how to do this?

Right now it just sends a link to the Skuid page, but it would be amazing to send the Skuid page its self.


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10 replies

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As I understand it, html can only be embedded statically. In other words, you’d have to somehow acquire and convert the HTML to something that would compatible to the user. You could not feasibly or easily show Salesforce data in the email in this way.

Here’s a few articles about it. 
https://www.lifewire.com/how-to-send-html-email-3468764
https://www.mailup.com/resources-mailup/strategy/strategies-techniques-and-best-practices/creating-a-good-html-email-message/

Have you considered using Conga Composer? It may be better suited for this. 

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  • Author
  • Novice
  • Jul 11, 2024 2:29 PM UTC

Thank you, we just got away from Drawloop though and use SF and Skuid to generate PDFs and Email them , but it doesn’t embed the Skuid page, just creates it as an attachment and sends it using an Email Template

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Making PDFs with Skuid eh. How extensive is that solution? I’ve been asked to look into this.

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  • Author
  • Novice
  • Jul 11, 2024 2:29 PM UTC

Not terrible. Drawloop had gone down on us 4 times and was too slow. It took us a few months, but got it to work using DocuRaptor and Apex code. We replaced about 25 different PDFs in a few months.

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DocuRaptor. Nothing comes up in google and appexchange. What’s this?

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  • Author
  • Novice
  • Jul 11, 2024 2:29 PM UTC

Sorry, misspelled it DocRaptor.  https://docraptor.com/

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Awesome! How’d I miss this all these years? Great post you referred me to btw.
https://community.skuid.com/t/idea-page-to-print-page-to-pdf-page-to-email-page-to-content-actions

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And you’ve been able to send emails using just docraptor and apex?

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  • Author
  • Novice
  • Jul 11, 2024 2:29 PM UTC

Yep. It works great, I messed up last post and deleted and forgot to repost, but looks like you got it!

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Arne-Per
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  • Rookie
  • Jul 11, 2024 2:29 PM UTC

I didn’t see it tho! could you repost? Sounds super useful!. Thanks in advance!

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