Zoho Recruit | Workflow Alerts

Workflow Alerts

Workflow Alerts are one type of action which can be associated with a workflow rule. Alerts are email or SMS triggers that are sent to candidates, contacts, and users. If you associate a workflow alert with a workflow rule, the specified email or SMS is automatically sent to the selected recipients when the rule is triggered for records meeting the criteria specified in the rule.

Availability 

Profile Permission Required: Users with the Manage Workflow profile permission can access this feature. 

To create an email workflow alert:

  1. Go to Setup > Automation > Action > Alerts.
  2. In the Workflow Alerts page, click +Create Alert.
  3. In the New Workflow Alert page:
    • Choose Email as the Alert Type.
    • Enter a Name for the alert.
    • Select the module from the dropdown list.
    • Browse for and associate an existing email template from the module's template folder. If you don't have a template, you can create a template by clicking New Template.
    • Choose the recipients for the email. Everyone associated with the email will be displayed. If you choose roles, groups, territories, or subordinates, the email will be sent to all users in the selected category.

To create an SMS workflow alert:

Go to Setup > Automation Action > Alerts.

In the Workflow Alerts page, click +Create Alert.

In the Create New Alert page: 

  • Choose SMS as the Alert Type.
  • Enter a Name for the alert.
  • Select the module from the dropdown list.
  • Browse for and associate an existing email template from the module's template folder. If you don't have a template, click Create Templates

Note
If the email is to be sent to users in your organization, it is sent as a notification from the email address support@zohorecruit.com.


    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









                                                                                                      • Related Articles

                                                                                                      • Workflow Alerts

                                                                                                        Workflow alerts allow you to build notifications into your recruitment systems. When a particular workflow rule is triggered, a template email will be sent to the relevant person or people in the end user organization. Note You can associate maximum ...
                                                                                                      • Workflow Tasks

                                                                                                        Workflow alerts are one of the actions which can be associated with a workflow rule. A task is an activity that is assigned to a user. If you associate a workflow task with a workflow rule, it will be automatically assigned to the selected user when ...
                                                                                                      • Workflow Rules

                                                                                                        Workflow Rules in Zoho Recruit are a set of actions (alerts, tasks, and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email alerts and SMS alerts, assigning tasks, and updating ...
                                                                                                      • Workflow Rules

                                                                                                        Workflow Rules are a powerful automation tool designed to streamline and optimize your recruitment processes. They empower you to automate repetitive tasks, manage candidate and client interactions, and ensure a seamless recruitment experience. ...
                                                                                                      • Manual Workflow Trigger

                                                                                                        A Manual Workflow Trigger can be triggered by a user while creating or editing a record that can be configured through a Workflow Rule. Enabling this will only execute the workflow for a manual action, not automatically. It's always a good idea to ...
                                                                                                        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