Zoho Recruit | Workflow Alerts

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
  1. You can associate maximum 5 alerts to each action (Instant and Time Based Actions).
  2. (No. of Users * 100) or 5000, whichever is lower will be taken as the maximum limit per day for emails to be sent using workflow alerts in the paid editions.
  3. The email limit for a day is calculated based on PST.
  4. For email templates, if the From Address is that of the user who is inactive or unconfirmed (has not accepted the invitation to join the organization's account), then the Recruiter Admin's emails address will be replaced. In case the user who is the Recruiter Admin is also deactivated, then the first administrator's email address will be replaced.
 
To create a workflow alert,
  1. Log in to Zoho Sigma console and click Extensions.
  2. Select the extension you'd like to modify and click Edit Extension.
    You will be navigated to the Zoho Developers console.
  3. Click Automate in the left pane of the Extension Details page and click Workflow.
  4. Select Alerts tab at the top of the page and click Configure Alert.
  5. In the New Alert page, under Alert Details section, do the following:
    1. Choose a Name for the alert.
    2. Select a Module from the drop-down list.
    3. If you would like to use a preexisting email template, select from the drop-down list labeled Email template.
      Only email templates created for the selected record type (module) will be listed in the drop-down field.
    4. If you would like to create a new custom template, click the Create Templates.
  6. Select whether the email alert should be sent to the primary or secondary email address of the recipient or both.
  7. Input email addresses for up to 10 Additional Recipients. Use commas to separate more than one email address.
  8. Click Save.
    Your email based alert can be paired with a workflow rule.
Note
The maximum number of emails sent per day using workflow alerts is 100*No.of users of 5000 (whichever is lower). Daily limits reset at 12am PST.


    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 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 ...
                                                                                                      • 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