Tip#52: Notify users via email when a card is assigned

Tip#52: Notify users via email when a card is assigned



To remind individuals of significant events, it's always better to send a notification. With Qntrl, you can send email notifications when a card is assigned to a person, role, or team.
 
When designing the Blueprint, you can choose a transition and set 'Before' and 'After' transition criteria to send an email notification when a card is assigned to a user.

In the 'Before' transition, set 'Who can perform this transition' to be 'Assignee' and in the 'After' transition, set the 'Send Email' action to trigger an email to the assignee.
 
Choose an email template to be sent in the 'Send Email' action for the respective email to be triggered. 





You may also construct a business rule that executes when a card is created or updated and reaches the stage where the user is assigned. When the business rule is triggered, you can set up an email alert to send the email template to the user.



An email template that was triggered when a card was assigned to a user is shown below:



Get to know more about email templates from our help document.
 
We hope this update is helpful to you. If you have any questions or suggestions, please leave a comment below or email us at support@qntrl.com.

                         Help resources: Qntrl KB | Tutorials | Short Help Videos | How-to videos



      • Sticky Posts

      • Tip #21: Increase user engagement using dynamic email content and attachments in Orchestly

        Businesses often send out bulk emails like weekly newsletters, monthly event updates, promotional emails, surveys, beta access emails, product reviews, seasonal greetings, and so on. Even as the gist of these emails remain constant for all recipients, personalizations capture the audience’s attention and help brands connect with them.   Orchestly’s email templates allows you to draft and send dynamic emails with personalized content and attachments to internal and external users. Email templates

      • Qntrl's 2023 year in review

        This year has been all about analyzing our customer feedback and building a resilient and solution-driven product from it. As a result of this work, we're happy to announce that a whole new version of Qntrl is getting ready for release soon. This new

      • Tip #61: 5 different ways to create Cards in Qntrl

        Qntrl supports an array of features that covers everything required for business orchestration, from process automation to business advancement. Cards, being the elemental feature of Qntrl, record all the details of a particular task from the beginning

      • Tip #17: Stay informed of significant business impact using Orchestly

        With remote working becoming the new norm, leaders across sectors need to stay updated of their business performance in the market to aid business decisions. Instead of awaiting virtual meetings from sales and finance heads to put forth the business status, organization leaders can themselves dig into the system to keep an eye on their revenue generating customers or set up notifications to monitor major updates.   Orchestly recognizes such requirements and provides adaptable solutions for all business

      • Onboard faster with Orchestly's Tutorials

        We are actively rolling out new learning materials to assist our customers onboard at ease and automate their processes effortlessly. On that front, we recently launched Tutorials for Orchestly.   Tutorial is a step-by-step guide to help users familiarize the concepts of Orchestly and automate simple processes right from scratch. We’ve documented 3 such business processes viz. Order Manufacturing, Product Implementation, and Change Management.   We're looking forward to document more customer-centric

        • Recent Topics

        • Receiving email problem

          I can send an email but can't receive from other platform like Gmail

        • Mas de 48 horas sin correo

          Estimados, llevamos más de 48 horas sin poder recibir correo y en este periodo hemos recibido información confusa y lo mas relevante es que Zoho dice que esta todo bien y no encuentra el error. Como deben comprender el perjuicio de no contar con un correo

        • Your account has been blocked due to security reasons.

          Hi everyone. Faced a problem that is wreaking havoc on my business! On December 14, blocked login via WEB, IMAP and POP3 with the reason of unusual activity, allegedly because of VPN/Proxy and suspicion that my account was hacked. I created a ticket to

        • Displaying related quotes in sales order and back

          Hi, My colleague liked to see to which sales orders, the quote has been converted. Quote shows Invoices, but not SO. Same, they would like to see the quotes in the sales order, as they can see invoices, packages, shipment, How can we achieve this ? Thank

        • Details & Limitations of the Free Forever Plan

          I cannot find any comparison/details about the Free Forever Plan. Can you please publish details of what are its limitations?

        • Missing Folders on iPhone Zoho Mail

          Under mailboxes on my iPhone, I don't have an inbox, sent folder, deleted photo, etc. See pics.

        • Query table pull last 12 months

          I am tying to pull the following criteria and the date is always what causes me the issue. I want to pull people (pco_id) who have entries of "event_id" being these 2 events and whos "kind" is Regular or Guest and where the event_starts_at (date column)

        • ChatGPT only summarize in English

          Hello i' v enabled chatgpt in salesIQ, it works great inside conversation (revise, Rephrase etc) add tags works well with another language than English. But when I want to summarize it render only in English, despite sales IQ is set to another language.

        • Vendor Assignment issue for staff in User Roales

          there is a limitation in software that we can't assing Vendors to our staff - we can only assign Customers on staff wise!! There is a limitation of this software that in case i want to assign limited vendors to my staff - it's not possible. Either i will

        • No Hope for Zoho Meeting

          Zoho Meeting is just the poorest meeting app I've come across in a long time. The support sucks too. I called to see if there was anything that could be done on the backend and while I was on a test meeting with support the video was lagging and freezing

        • Inventory Management for Manufacturer

          Hello, We are a manufacturing company in the FnB industry. We want to use the inventory management system to manage our raw material stocks and at the same time once we produce items, we need to increase our final product inventory while decreasing the

        • Does Zoho campaign de-duplicate based on mobile for SMS campaigns?

          Hi - We recently sent our first SMS campaign using Zoho Campaign integrated into Burst SMS and got feedback that some of our customers received multiple messages. Upon inspection, this was due to multiple contacts in our list containing the same mobile

        • Develop and publish a Zoho Recruit extension on the marketplace

          Hi, I'd like to develop a new extension for Zoho Recruit. I've started to use Zoho Developers creating a Zoho CRM extension. But when I try to create a new extension here https://sigma.zoho.com/workspace/testtesttestest/apps/new I d'ont see the option of Zoho Recruit (only CRM, Desk, Projects...). I do see extensions for Zoho Recruit in the marketplace. How would I go about to create one if the option is not available in sigma ? Cheers, Rémi.

        • Why is Zoho Meeting quality so poor?

          I've just moved from Office 365 to Zoho Workplace and have been generally really positive about the new platform -- nicely integrated, nice GUI, good and easy-to-understand control and customisation, and at a reasonable price. However, what is going on

        • Chat issues

          I am having a couple problems with the zoho chat feature. When I use Chat from the App bar, not everyone is getting messages (these are to different accounts, Yahoo & Gmail). I did finally get the Users to show up correctly. However, when in an active chat with someone, I only get one sound notification. No other notifications, pop up or otherwise, come through to alert if another message was sent. Also, the bottom Chat bar that shows Active chats while I am in email does not show any online contacts

        • How to Download Expense Attachments from Zoho Expenses Using Document Details?

          I am currently working on syncing Zoho Expenses with our internal portal. While syncing, I can successfully retrieve expense details, including document-related information such as file_name, document_id, and other metadata. However, I am facing an issue

        • Zoho Creator Upcoming Updates - December 2024

          Hi all, We're excited to be back with the latest updates and developments on the Creator platform. Here's what we're going over this month: Deluge AI assistance Rapid error messages in Deluge editor QR code & barcode generator Expandable RTF and multi

        • How to Retrieve and Store Expense Attachments from Zoho Expenses?

          I am currently syncing Zoho Expenses with our internal portal. During the sync process, I can successfully retrieve expense details, including document-related information such as file_name, document_id, and other metadata. My goal is to retrieve these

        • Introducing Formula Fields for performing dynamic calculations

          Greetings, With the Formula Field, you can generate numerical calculations using provided functions and available fields, enabling you to derive dynamic data. You can utilize mathematical formulas to populate results based on the provided inputs. This

        • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ （12/19）

          ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 12月開催のZoho ワークアウトについてお知らせします。 ※定員に達したため、受付を終了しました。 ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、 他の参加者と同じ空間で作業を行うイベントです。先輩ユーザーや他の参加者と意見交換をしながら集中して作業に取り組むことが可能です。

        • Does an email preview pane view register as opened?

          Hi, If a recipient of one of my campaigns views it in a preview pane, opposed to opening the email, does Zoho Campaigns register that email as being opened (viewed)?

        • Portal orders

          Is it possible to set up an ordering system through the portal so that my customers can place orders through their portal?

        • CLIENT PORTAL (If clients can place orders directly on the portal)

          Zoho client portal is excellent. Everything is there except one thing. Client should be able to place orders directly on the portal. This would enhance the portal and end users will be extremely happy. This suggestion infact came from one of our client.

        • Macro Email to be determined by a ticket field

          Hi, we are a commercial energy brokerage and are implementing Desk as our helpdesk tool to replace manual emails, personal whataspp and telephone. We have setup a macro rule when we can trigger an email, update ticket status and trigger a task.... but

        • Welcome Link Expired

          Hi The links sent to the users didn't get clicked on in time and now all the links have expired. Is there a way to send a new link without deleting them and re-adding them>

        • Zoho expense linked with Campaign instead of customers

          Hi, Is there a development planned for linked an expense or a report to a zoho campaign? Indeed, suppose I created a campain in which I add different clients (for example a trip to a foreign country where I meet 3 different clients), I would like this campaign to be linked to the expenses I have. Say I have a plane ticket, taxis and 1 hotel night, I would like those expenses to be linked to the 3 clients. With Zoho expense, it is not possible at the time (or maybe it is but I do not know how!). thanks

        • 🎄 Jingle, Mingle, and Automate: Spread Christmas Cheer with Zoho Desk Auto-Replies! 🎄

          Hello Everyone! Welcome to this week's episode of the Community Learning Series. Christmas is in the air, and I’m sure we can all feel the jingle and the mingle of the season! The folks at Zylker Techfix are no exception—they’re busy with holiday plans

        • Adjusting Physical Inventory

          Not getting very far with support on this one, they say they are going to fix it but nothings happened since November. Please give this a thumbs up if you would like to see this feature or comment if you have some insight. Use Case: Inventory set to be

        • Print PO receipt

          Hi I would like to print the PO receipt. There does not seem to be any way to do this. I track batch numbers and printing the PO does not show this. Only the receipt would show the details of the receipt. Currently I print the screen which does not have

        • Create a purchase order in vendor's currency

          I am having a problem working this out and would appreciate some suggestions. We have Books and Inventory working in tandem. We are in Australia, our product is sold in Australia in $A and obviously all our invoices, accounts and reports need to be in

        • Work Orders / Bundle Requests

          Zoho Inventory needs a work order / bundle request system. This record would be analogous to a purchase order in the purchasing workflow or a sales order in the sales cycle. It would be non-journaling, but it would reserve the appropriate inventory of

        • Getting error during inserting a record in form of zoho people using zoho api

          import requests import json # Set your access token and Zoho People API base URL access_token = '1000.XXXXXXXXXXXXXXX.XXXXXXXXXXXXXXXXXXXXX' api_base_url = 'https://people.zoho.in/people/api/' # Set the form name and data to be inserted form_link_name

        • Change script to add fields

          Hi, I have a custom function (writen by a different implementation company in the beginning) which I would like to edit to add a different field as well. Can't get it to work on my own though. - The script now adds the address fields to a new quote (needs

        • 1 API to all channel

          hi zoho team: I am the product manager of anywheel, we are planning to integrate zoho, we want to integrate multiple channels through 1 API, please can you send me the integration document and guideline?

        • Revamped Print in Zoho Sheet—customized for paper

          The latest enhancements to Zoho Sheet's Print settings allows you to print a worksheet or a selected range, with customizations that make the data comprehensible, even on paper.   Customize header and footer Make your spreadsheets meaningful with a relevant header and footer. You can now choose to display the file name, sheet name, current page number, total pages, date, and time as the header and footer in your print view. Besides the predefined elements, you can also give a custom text for header/footer.

        • Adding Bluesky channel

          Hello, Is Bluesky (AT protocol) soon added on Social ? Bluesky is being developped and is now open to anyone (no more invitation) Thank you

        • How Can i put a form in Zobot

          Hi,how can i integrate a form which has a multiple options to choose from.the form should be opened or displayed by zobot after it meets a requirement in the conversation. Thanks in advance !

        • Unified customer portal login

          As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that

        • message on click of button

          Hi, i added insert task on 'Quick view' below  'Action'  of report just below 'Delete' button,  so i am trying to add a message on click of button that, "This item is now added into Pending Request" like this .... So, how can i achieve this ; because

        • Is it possible to disable Chat Waiting Time, or to make it indefinite?

          We have used many online chat services over the years. However, Zoho's SalesIQ appears to be the only one we've tried that has a mandatory time limit where we must respond to new customer queries. We are a small business so we have no dedicated staff

        • Next Page