Configure send email action in a payment workflow | Zoho Creator Help

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

  1. Edit your app.
  2. Navigate to the  Workflows  page, then to the  Payments  tab.
  3. Select the required payment workflow. The workflow builder will appear.
  4. Hover on the required email notification, then click the  Edit  (pencil) icon:

  5. Modify the email notification as required. Refer to steps 6-8 in  this  section.
  6. Click  Update .
  7. Click  Done  in the top-right corner of the screen.

Add a new email notification

  1. Edit your app.
  2. Navigate to the  Workflows  page, then to the  Payments  tab.
  3. Create a payment workflow or edit an existing one.
  4. Click  Add New Action  in the required ( Payment Success  /  Payment Failure ) section. The  Add New Action  window will slide in from the right.
  5. Define when the action is to be executed by selecting the value for  Run this action :
    • Select  Always  to execute this action for all records in the form. This is the default selection.
    • Select  On condition , then set the criteria to identify the records for which the action is to be executed.
  6. Select  Notification  under  Action type .

  7. Select  Send email :

  8. Configure the email notification in the  Send Email  window.

  9. Select the  From  and  To  addresses. You can select from the  Zoho Variables ,  verified email addresses , and email fields present in that form.

  10. Set  S ubject  and  Message  as required. You can insert field values in them by selecting the required field from the  Insert Fields  dropdowns.

  11. Click  Save .
  12. Click  Done  in the top-right corner of the screen.

Delete an email notification

  1. Edit your app.
  2. Navigate to the Workflows page, then to the Payments tab.
  3. Select the required payment workflow. The workflow builder will appear.
  4. Hover on the required notification, then click the Delete icon.
  5. Click Okay.
  6. Click Done in the top-right corner of the screen.