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.


    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








                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        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







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • Configure send email action

                                                                                                    To improve email deliverability, we will be following Gmail's updated sender email policy starting from February 1, 2024. This means that Gmail addresses cannot be used as a sender address in the send mail tasks. Learn More To configure an email ...
                                                                                                  • 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 ...
                                                                                                  • Understand send email action in a payment process

                                                                                                    The Send Email action allows you to send customized email messages on the success or failure of a payment process. The email notification is the default action that the system will execute after the payment process. An email notification consists of ...
                                                                                                  • Configure send SMS action

                                                                                                    To configure an SMS action: While creating a new workflow choose the Successful form submission option in the When to trigger workflow dropdown. Click the Add New Action block. The Add New Action window will slide in from the right. Zoho Creator ...
                                                                                                  • 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. ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

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



                                                                                                      eBooks

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



                                                                                                      Webinars

                                                                                                      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