The following steps will explain how to set up an email alert for any module in Zoho Invoice.
Creating a new email alert:
To set up an email alert, navigate to > More Settings > Automation > Email Alerts and click on + New Email Alert.
|Name||Give a unique name for the email alert.|
|Module||Select the module for which you wish to create an email alert.|
|Email Template||You can pick a template from the drop down or click on + Add New Email Template if you wish to create a new one.
|Email Recipients||Pick contacts to whom you wish to send the email alerts from the drop down.|
|Additional Recipients||If you wish to send out email alerts to more people, enter their email addresses separated by a comma. Please note that you can add a maximum of 10 additional recipients.|
Click on Save to create a new email alert. You can now select one of the many email alerts created, from the drop down, to notify you when a workflow is triggered.
Delete an email alert:
To delete an email alert, hover the cursor next to an email alert on the list and click on the Trash icon.
Filter email alerts:
To filter the email alerts list, follow these steps:
- Navigate to > More Settings > Automation > Email Alerts.
- Under Module, select a module from the drop down for which the email alert has been created.
Based on your selection, the corresponding email alerts will be displayed as a list.
- You can create a maximum of 5 email alerts for each workflow rule.
- A maximum of 500 email alerts will be triggered per day.
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