Zoho CRM Automation Help: Send Email When Fault is Marked as Done & Module Relationships
Hi everyone,
I have the following User-Created Modules in Zoho CRM:
- Clients
- Assets
- Faults
- Handymen
- Every client can have multiple assets.
- Every asset can have multiple faults.
- Every fault is assigned to one handyman.
What I Want to Achieve:
✅ I want to create an automation that sends an email to the related client when the fault status is changed to "Done".
Additional Question:
🔄 I also want to know how to create a two-way connection between modules in Zoho CRM. For example, ensuring that when I open a client's record, I can see all their related assets, and when I open an asset's record, I can see the related client.
How can I set this up properly in Zoho CRM?
Thanks in advance!
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