Automatically email invoices with a trigger

Automatically send an email when a Quote is Accepted

Example of calling a function when the Status value of the Quote object becomes Accepted:

trigger Quote on Quote (after update) {
    
    public List<Quote>      newObjList  {get; set;}
    public Map<Id, Quote>   oldObj      {get; set;}

    newObjList = (List<Quote>)Trigger.new;
    oldObj = (Map<Id, Quote>)Trigger.oldMap;
    if (trigger.isAfter && trigger.isUpdate){   
        for(Quote qu : trigger.new){   
            if (qu.Status == 'Accepted' && qu.Status != oldObj.get(qu.id).Status){
                // Pass the template Id and recordId as parameters
                String templateId = DocumentCustomController.getTemplateId();
                DocumentCustomController.triggeredSavePdf(qu.Id, templateId);
            }
        }        
    }
    
}

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Example function to get a template ID from the template name:

public static String getTemplateId() {
    String templateId = [SELECT Id 
                            FROM SBLD__DocumentBuilder__c
                            WHERE name = 'BillingStatement' 
                            WITH SECURITY_ENFORCED
                            ORDER BY CreatedDate DESC
                            LIMIT 1][0].Id;
    return templateId;
}

---

Example function to send an email to the user:

public static void sendEmailToUser( List<String> listAttachement) {
    // Add basic details to the email:
    Messaging.SingleEmailMessage clsSingleEmailMessage = new Messaging.SingleEmailMessage();
    clsSingleEmailMessage.setToAddresses(new List<String>{'[email protected]'});
    clsSingleEmailMessage.setSubject('Email Subject');
    clsSingleEmailMessage.setPlainTextBody('Email Body');
    
    // Add attachment
    ContentVersion clsContentVersion = [SELECT VersionData, PathOnClient FROM ContentVersion WHERE ContentDocumentId = :listAttachement.get(0) WITH SECURITY_ENFORCED][0];
    Messaging.EmailFileAttachment clsEmailFileAttachment = new Messaging.EmailFileAttachment();
    clsEmailFileAttachment.setFileName(clsContentVersion.pathOnClient); 
    clsEmailFileAttachment.setBody(clsContentVersion.versionData);
    clsSingleEmailMessage.setFileAttachments(new Messaging.EmailFileAttachment[] {clsEmailFileAttachment});
    
    // Send the prepared email
    Messaging.sendEmail(new Messaging.SingleEmailMessage[]{clsSingleEmailMessage});     
        
}

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Example of saving a Document Template as a PDF

// Saving Document Template to PDF
@future(callout = true)
public static void triggeredSavePdf(String recordId, String templateId) {

    // Create PDF
    PageReference pdfPage = new PageReference('/apex/SBLD__DocumentBuilderTemplate?recordId=' + templateId + '&targetId=' + recordId);
    Blob pdfContent;

    if(Test.isRunningTest()) { 
        pdfContent = blob.valueOf('Unit.Test'); 
    }else {
        pdfContent = pdfPage.getContentAsPDF();
    }
        
    String title = 'BillingStatement.pdf';

    // Add ContentVersion   
    ContentVersion cv           = new ContentVersion();
    cv.VersionData              = pdfContent;
    cv.Title                    = title;
    cv.PathOnClient             = title;
    cv.OwnerId                  = UserInfo.getUserId();
    cv.ContentLocation          = 'S';

    insert cv;
    
    // Add ContentDocumentLink
    Id conDocId = [SELECT ContentDocumentId FROM ContentVersion WHERE Id =:cv.Id WITH SECURITY_ENFORCED ].ContentDocumentId;
    ContentDocumentLink cdl = new ContentDocumentLink();
    cdl.ContentDocumentId = conDocId;
    cdl.LinkedEntityId = recordId;
    cdl.ShareType = 'V';
    cdl.Visibility = 'AllUsers';
		
    if (Schema.sObjectType.ContentDocumentLink.fields.ContentDocumentId.isCreateable()) {
            Database.insert(cdl);
    }
    
    // Call the email send method with the attachment added
    listAttachement = new List<String>{conDocId};
    sendEmailToUser(listAttachement);
}