STEP 2: Create new email notifications

Lost Deal Email Template

For creating an email notification, admin uses Create Email Notification API.

Request URL: 

Response:

1. A. Dynamic Fields (Merge Fields) 

          Use these options to send notifications to specific people

1. C. Direct Email Addresses

          Use "type": "emails" for fixed email addresses:

STEP 3: Updating an email notifications  

Zylker noticed a troubling pattern in their sales analytics. They were experiencing a much higher deal loss rate compared to the same period last year. The management brought in Mark Stevens, a Sales Strategist who specializes in analyzing lost deals. His first request was simple: "I need to see every lost deal as it happens to spot patterns in real-time."

Rather than creating new work flow rules or actions, the admin simply updates the existing email notification for lost deals to include Mark.

Request URL to update the lost deal email notification: 

Input JSON: 

{     "email_notifications": [         {             "recipients": {                 "to": [                     {                         "details": {                             "api_name": "${!Deals.Owner}",                             "id": "5843104000000002555"                         },                         "type": "merge_field"                     },                     {                         "details": {                             "api_name": "${!Deals.Owner.Reporting_To}",                             "id": "5843104000000256015"                         },                         "type": "merge_field"                     },                     {                         "resource": {                             "name": "Patricia Boyle",                             "id": "5843104000000424672"                         },                         "type": "user"                     },                    {                         "details": {                             "email": ["mark.stevens@zylker.com"]                         },                         "type": "emails"                     }                 ]             }         }     ] }

Response:

{     "email_notifications": [         {             "code": "SUCCESS",             "details": {                 "id": "5843104000006646001"             },             "message": "alert updated successfully",             "status": "success"         }     ] }

After analyzing two weeks of lost deal notifications, Mark identified a pattern in the lost deals: over 80 percent of the recent losses were concentrated in the one industry - healthcare. He found that healthcare prospects consistently raised concerns about HIPAA compliance and data security protocols and that Zylker's sales team were not addressing them effectively. He made suggestions to train the sales team so that they can confidently address these specific requests.

STEP 4: Deleting email notifications  

Any unwanted or redundant email notification can be deleted using Delete Email Notifications API.

Request URL to delete an email notification: 

DELETE {api-domain}/crm/v8/settings/automation/email_notifications/5843104000006645001

Request URL to delete multiple email notifications: 

DELETE {api-domain}/crm/v8/settings/automation/email_notifications?ids=5843104000006645001,5843104000006645002

However, notifying alone is not sufficient. It should be followed with actionable tasks. In the next post, we will explore Workflow Tasks APIs.

We hope that you find this post on Actions - Email Notifications APIs useful. If you have any feedback, or if there are any pain-points that you would like us to address in our Kaizen series, please let us know in the comments, or reach out to us via support@zohocrm.com. 

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