After doing my google search and community search, I haven’t found a solution to this. I’m interested in having someone complete a note template (or any data capture area, like webform, internal form, etc.), adding some tags, and then having the note description passed into an e-mail. Here’s the scenario:
Customer indicates they’d like to work with some of my vendors. My sales rep fills out a note template called [Lead - Vendor Request]. In the note they add a couple of tags. On the basis of those tags certain vendors receive notification of the client from merge fields, including - here’s the important part - a description of the services they’re looking for, which they could get from the description field in the note template.
Visually it looks like this: Sales Rep --> Note Template --> Passes/Merges Description --> Vendor Email.
You guys have any idea if something like this is possible?