Configure send email action | Zoho Creator Help

Configure send email action

To configure an email notification:
  1. While creating a new workflow choose the Successful form submission option in the When to trigger workflow dropdown.

  2. Click the Add New Action block. The Add New Action window will slide in from the right.

  3. Zoho Creator executes the action whenever there is an activity on the form. You can run the action for selected records by setting the criteria. Refer to the Set criteria page to learn more about setting criteria in a workflow.

  4. Choose the Notification action type.

  5. Select the Send Email action from the list.

  6. You can configure the email notification in the Send Email window.

  7. Select the From/To address. Apart from the form fields, you can also assign the zoho variables and system fields in the From and To address fields.

  8. Specify the subject and notification message. Insert Form field values dynamically in the Message field by selecting the required variable under the Insert Fields drop-down in the Message editor.

  9. Select the checkbox Include User Submitted Data to send the Form data in the email message. If Include User Submitted Data is selected, the record templates created for the Form will be displayed as a list below this option. You can select the required template and choose to send it as inline content or as PDF attachments. If you have not created any custom record templates, use the Default Template to display the Form data in a simple table format.
  10. Choose the Content Type.
  11. Click Save.
  12. Click Done in the top-right corner of the screen.


Related Topics

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now




                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • Configure send email action in approval process

                                                                                                    The send email action will be available by default in each approval block. You can edit the existing actions associated with the condition. To configure an email notification: Mouse over the email action in the approval block and click the Edit icon. ...
                                                                                                  • Understand send email action

                                                                                                    The Send Email notification action allows you to send customized email messages whenever a user submits a new record or when an existing record is modified or deleted. Additionally, Zoho Creator gives you the flexibility to include form data ...
                                                                                                  • Display custom action button for specific records

                                                                                                    Requirement   The custom action button in a report should be visible only for certain records, based on a condition. Use Case   An asset request app lets employees raise requests for gadgets or machines. While filling the form, employees can specify ...
                                                                                                  • Configure send email action in a payment workflow

                                                                                                    When you create a payment workflow, Zoho Creator automatically provisions email notifications for the Payment Success and Payment Failure scenarios. You can: Modify an email notification Add an email notification Delete an email notification Modify ...
                                                                                                  • Configure send SMS action

                                                                                                    To configure an SMS action: While creating a new workflow choose the Successful form submission option in the When to trigger workflow dropdown. Click the Add New Action block. The Add New Action window will slide in from the right. Zoho Creator ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                      eBooks

                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                      Webinars

                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                        Zoho Show Resources