Triggering email notification workflows after a custom function

Triggering email notification workflows after a custom function

Hi, We are trying to automate some (what we thought were) basic processes in our business to enable us to grow.
We are wanting to trigger an email from the CRM to a lead, that includes by fields populated by a custom function (that pulls from our SQL database).

We have been told by a Zoho Support person that because we have a custom function in one workflow, this won’t be able to trigger the next workflow to send out the automatic emails.

Scenario:

  1. A person registers for a trial on website using the Zoho Form.
  2. The Zoho Form creates the lead in our CRM using the integration.
  3. A custom function in a CRM workflow talks to our SQL licensing server to create a license and pushes the trial details back to CRM

Note: these steps are all working fine.

  1. Once those details have been populated, trigger an email to the person with those details.
  2. Then trigger follow up emails every few weeks or so.

We are not able to get step 4 to work.


We are happy to change the process/apps/steps to be able to achieve this outcome. I am really hoping I am missing something super obvious.

Can anyone please help?