Configure send email action | Zoho Creator Help

Configure send email action

To configure an email notification:
  1. While creating a new workflow choose the Successful form submission option in the When to trigger workflow dropdown.

  2. Click the Add New Action block. The Add New Action window will slide in from the right.

  3. Zoho Creator executes the action whenever there is an activity on the form. You can run the action for selected records by setting the criteria. Refer to the Set criteria page to learn more about setting criteria in a workflow.

  4. Choose the Notification action type.

  5. Select the Send Email action from the list.

  6. You can configure the email notification in the Send Email window.

  7. Select the From/To address. Apart from the form fields, you can also assign the zoho variables and system fields in the From and To address fields.

  8. Specify the subject and notification message. Insert Form field values dynamically in the Message field by selecting the required variable under the Insert Fields drop-down in the Message editor.

  9. Select the checkbox Include User Submitted Data to send the Form data in the email message. If Include User Submitted Data is selected, the record templates created for the Form will be displayed as a list below this option. You can select the required template and choose to send it as inline content or as PDF attachments. If you have not created any custom record templates, use the Default Template to display the Form data in a simple table format.
  10. Choose the Content Type.
  11. Click Save.
  12. Click Done in the top-right corner of the screen.

Related Topics

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                        Still can't find what you're looking for?

                        Write to us:



                          Manage your brands on social media

                              Zoho Marketing Automation

                                Zoho Sheet Resources


                                    Zoho Forms Resources

                                      Secure your business
                                      communication with Zoho Mail

                                      Mail on the move with
                                      Zoho Mail mobile application

                                        Stay on top of your schedule
                                        at all times

                                        Carry your calendar with you
                                        Anytime, anywhere

                                              Zoho Sign Resources

                                                Sign, Paperless!

                                                Sign and send business documents on the go!

                                                Get Started Now

                                                        Zoho TeamInbox Resources

                                                                Zoho DataPrep Resources

                                                                  Zoho DataPrep Demo

                                                                  Get a personalized demo or POC

                                                                  REGISTER NOW

                                                                    Design. Discuss. Deliver.

                                                                    Create visually engaging stories with Zoho Show.

                                                                    Get Started Now

                                                                                          • Related Articles

                                                                                          • Understand send email action

                                                                                            The Send Email notification action allows you to send customized email messages whenever a user submits a new record or when an existing record is modified or deleted. Additionally, Zoho Creator gives you the flexibility to include form data ...
                                                                                          • Configure send email action in approval process

                                                                                            The send email action will be available by default in each approval block. You can edit the existing actions associated with the condition. To configure an email notification: Mouse over the email action in the approval block and click the Edit icon. ...
                                                                                          • Display custom action button for specific records

                                                                                            Requirement   The custom action button in a report should be visible only for certain records, based on a condition. Use Case   An asset request app lets employees raise requests for gadgets or machines. While filling the form, employees can specify ...
                                                                                          • Configure send email action in a payment workflow

                                                                                            When you create a payment workflow, Zoho Creator automatically provisions email notifications for the Payment Success and Payment Failure scenarios. You can: Modify an email notification Add an email notification Delete an email notification Modify ...
                                                                                          • Understand send email action in approval process

                                                                                            The Send Email action allows you to send customized email messages on approval or denial of a record. The email notification is the default action that the system will execute on record approval or rejection. You can edit, delete the existing ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace



                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                            CRM Tips

                                                                                            Make the most of Zoho CRM with these useful tips.

                                                                                              Zoho Show Resources