Templates
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Templates
+ New Template
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Template name
Subject line
Body
Insert variable
{{client_name}}
{{company_name}}
{{invoice_number}}
{{invoice_amount}}
{{due_date}}
{{document_name}}
{{signing_link}}
{{sender_name}}
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Live Preview
Subject:
Preview shows sample data. Variables are replaced automatically with real client/invoice/document details when a template is used to send.
Sent Email Activity
Template
To
Subject
Sent
Status
Invoice Reminder
tom@bluefoxcafe.com
Payment reminder — Invoice #1039
2h ago
Delivered
Signature Request
marcus@colevineyard.com
Please sign: Vendor Estimate.pdf
1d ago
Opened
Welcome Email
sana@northridge.com
Welcome to Cole Family Vineyard
1d ago
Delivered
Invoice Sent
dara@daratextiles.com
Invoice #1043 from your business
2d ago
Pending
Signature Request
hello@bluefoxcafe.com
Please sign: Contract Renewal.pdf
2w ago
Bounced
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SendGrid
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Mailgun
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G
Gmail / Google Workspace
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Custom SMTP
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API Access
Use these templates from outside Well Planner — trigger a send from your own scripts, Zapier, or another app.
API Key
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Webhook endpoint (for delivery/open events)
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Example request — send a templated email
curl -X POST https://api.corecrm.app/v1/email/send \ -H "Authorization: Bearer crm_live_sk_8f2a1c9d7e4b6f30" \ -H "Content-Type: application/json" \ -d '{ "template": "invoice_reminder", "to": "client@example.com", "variables": { "client_name": "Tom & Rachel Reyes", "invoice_number": "#1039", "invoice_amount": "$2,300.00", "due_date": "Jun 27, 2026" } }'
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