Tip #10: Notify external users about job updates using Orchestly

Orchestly keeps your team members well updated about the progress of each job in your organization. Along with your internal teams and users, your external teams like vendors, agents, or resellers can also stay updated via emails from Orchestly.

Let us consider the scenario of Monica, head of procurement in Zylker Corp. Once Monica approves the procurement order, her team contacts their external vendors via emails or telephone calls to place orders. This communication is crucial as any delay in contacting or missing specifications could introduce setbacks.

To overcome such concerns, Orchestly allows you to notify external users via emails encompassing all the required details right after a transition is performed.

Navigate to the After Transition section of your Blueprint and click the + button next to Send Email.
Add a new alert or edit an existing alert.
Give a Name for the alert and select an Email Template.
In the Notify to, Cc or Bcc box, enter the mailing address of the external user in the following format: '+vendor@email.com,' (plus followed by email address and a comma at the end).
Click Save.
Ensure that the configured email alert is selected and click Apply.
Publish the blueprint to implement your changes.

Once the transition 'Place order' is performed, an email alert is triggered to the vendor's email address. This email alert is mapped with an already configured email template comprising all the essential job details (added as placeholders) that needs to be communicated to the vendor, thus automating the complete process.

We hope this tip is helpful. Try this out in your organization and let us know your feedback. Should you have a similar requirement, drop a comment below.

Visit our help center to get detailed insights into Orchestly’s features. Developers could also benefit from our API and Extension Development guides.

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

Tout forum

France ZUGs

Zoho SalesIQ Resources

Topic Participants
Saranya Baskaran Lakshmi

Sticky Posts
Tip #61: 5 different ways to create Cards in Qntrl
Qntrl supports an array of features that covers everything required for business orchestration, from process automation to business advancement. Cards, being the elemental feature of Qntrl, record all the details of a particular task from the beginning
Tip #21: Increase user engagement using dynamic email content and attachments in Orchestly
Businesses often send out bulk emails like weekly newsletters, monthly event updates, promotional emails, surveys, beta access emails, product reviews, seasonal greetings, and so on. Even as the gist of these emails remain constant for all recipients, personalizations capture the audience’s attention and help brands connect with them. Orchestly’s email templates allows you to draft and send dynamic emails with personalized content and attachments to internal and external users. Email templates
Tip #17: Stay informed of significant business impact using Orchestly
With remote working becoming the new norm, leaders across sectors need to stay updated of their business performance in the market to aid business decisions. Instead of awaiting virtual meetings from sales and finance heads to put forth the business status, organization leaders can themselves dig into the system to keep an eye on their revenue generating customers or set up notifications to monitor major updates. Orchestly recognizes such requirements and provides adaptable solutions for all business
Onboard faster with Orchestly's Tutorials
We are actively rolling out new learning materials to assist our customers onboard at ease and automate their processes effortlessly. On that front, we recently launched Tutorials for Orchestly. Tutorial is a step-by-step guide to help users familiarize the concepts of Orchestly and automate simple processes right from scratch. We’ve documented 3 such business processes viz. Order Manufacturing, Product Implementation, and Change Management. We're looking forward to document more customer-centric
We’d love to hear your thoughts
Orchestly has been successful in providing workflow automation solutions across different verticals for more than a year. We are constantly exploring new solutions for our customers in the form of new features and enhancements. We value customer opinion