Email Alert Action for Workflows

Use the Email Alert action to create a workflow that will send an email to a selected person when the conditions you specify for this workflow are met.

For example, you can create a workflow that states that when a new employee is added to Ajera CRM, then send an email to the new employee's manager.

For Email Alerts, Ajera CRM will only send the email when all other specified actions have successfully taken place; if the workflow failed at any point, Ajera CRM will not send the email message.

For example, you can create a workflow that states that when a new employee is added to Ajera CRM, then send an e-mail message to the new employee's supervisor.

When you select this action, Ajera CRM displays the Email Configuration dialog box.