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.



        Create. Review. Publish.

        Write, edit, collaborate on, and publish documents to different content management platforms.

        Get Started Now


          Access your files securely from anywhere

            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







                                Quick LinksWorkflow AutomationData Collection
                                Web FormsEnterpriseOnline Data Collection Tool
                                Embeddable FormsBankingBegin Data Collection
                                Interactive FormsWorkplaceData Collection App
                                CRM FormsCustomer ServiceAccessible Forms
                                Digital FormsMarketingForms for Small Business
                                HTML FormsEducationForms for Enterprise
                                Contact FormsE-commerceForms for any business
                                Lead Generation FormsHealthcareForms for Startups
                                Wordpress FormsCustomer onboardingForms for Small Business
                                No Code FormsConstructionRSVP tool for holidays
                                Free FormsTravelFeatures for Order Forms
                                Prefill FormsNon-Profit

                                Intake FormsLegal
                                Mobile App
                                Form DesignerHR
                                Mobile Forms
                                Card FormsFoodOffline Forms
                                Assign FormsPhotographyMobile Forms Features
                                Translate FormsReal EstateKiosk in Mobile Forms
                                Electronic Forms
                                Drag & drop form builder

                                Notification Emails for FormsAlternativesSecurity & Compliance
                                Holiday FormsGoogle Forms alternative GDPR
                                Form to PDFJotform alternativeHIPAA Forms
                                Email FormsFormstack alternativeEncrypted Forms

                                Wufoo alternativeSecure Forms

                                TypeformWCAG

                                    All-in-one knowledge management and training platform for your employees and customers.

                                              Create. Review. Publish.

                                              Write, edit, collaborate on, and publish documents to different content management platforms.

                                              Get Started Now




                                                                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


                                                                      • Desk Community Learning Series


                                                                      • Digest


                                                                      • Functions


                                                                      • Meetups


                                                                      • Kbase


                                                                      • Resources


                                                                      • Glossary


                                                                      • Desk Marketplace


                                                                      • MVP Corner


                                                                      • Word of the Day


                                                                      • Ask the Experts


                                                                        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 Demo

                                                                                                          Get a personalized demo or POC

                                                                                                          REGISTER NOW


                                                                                                            Design. Discuss. Deliver.

                                                                                                            Create visually engaging stories with Zoho Show.

                                                                                                            Get Started Now








                                                                                                                                • Related Articles

                                                                                                                                • Understanding workflows

                                                                                                                                  A Workflow comprises of a set of actions executed at specific instances to automate routines in an application. When you trigger the workflow, it executes the set of associated actions. Workflows let you automate and map different activities, data, ...
                                                                                                                                • Understanding Payment Gateways

                                                                                                                                  This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version. 1. In a nutshell Payment Gateways in Zoho Creator, powered by Zoho Checkout, lets you connect your applications to trusted ...
                                                                                                                                • Display action button for specific records

                                                                                                                                  Requirement The customized 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

                                                                                                                                  To improve email deliverability, we will be following an updated email handling policy, effective from September 19, 2024. This means that any public and unauthenticated custom domain email addresses cannot be used as sender addresses in send mail ...
                                                                                                                                • Configuring notification action

                                                                                                                                  Steps to configure a notification action To add a notification action: 1. While creating a new workflow choose Successful form submission in the When to trigger workflow dropdown. 2. Click the Add New Action block. The Add New Action window will ...
                                                                                                                                  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