Zoho Invoice

FAQ

I have set up ‘n’ workflows for an email alert to be sent at varied time intervals. What should I do if I want all the workflows to stop if the status of an estimate/invoice has been changed?

Let us consider an example where you wish to send an email reminder to the customer every 7 days after raising the estimate. To get the workflow to stop once the status has been changed, ‘n’ workflows have to be created, one for each period.

By doing so, after an estimate has been sent, the workflow will trigger an email alert 7 days after the estimate date until the status of the estimate is Sent. If the status of the estimate changes to Accepted or Invoiced, the second workflow will not be triggered as the Status for the second workflow was set as Sent.

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