Last Updated: January 21, 2021

This action can be used if you want to automatically send an email to the defined user/s, after meeting the set rules and condition made in the configuration.

PREREQUISITE

Before we can configure an automation, the first thing that we need to do is to build a form.

Sample Fields:

- Employee Name
- Date Filed
- Department
- Leave Type
- Start Date
- Length of Leave
- Reason



CONFIGURING THE AUTOMATION

1. RULE TRIGGERS:

- On Status Assigned (✓)
- On Ticket Rejected
- On External Call

2. CONFIGURATION

- RULES (Configure your own rules)

Example:

Property Origin: (Form Value ➜ From Form ) Leave Type
Condition: Equal (=)
Operand Origin: (Input) Sick Leave

- ACTION (Send Email Notification)

MODE: NORMAL EMAIL

Enter Email Details:

- To (Recipient)
- Subject
- Body



MODE: DYNAMIC EMAIL

You can enable the Dynamic Email if the recipient’s email or other fixed properties are already indicated in your form.

Email Properties (Fixed):

- Send To
- Subject
- Body



Once you publish the workflow, any requester who submitted a ticket using this form that has met the defined rules and conditions will automatically receive an email notification.

RELATED ARTICLE(S):
Configuring the Automation Layer

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