Workflow to Send Notifications

User can create a workflow to send a notification through Email, SMS and WhatsApp

In notification user can send 3 types of notifications

  1. Notification Email

  2. Notification SMS

  3. Notification WhatsApp

Notification Email

To create a work for email notifications

GO to settings

In setting, select Workflow

Click on +Workflow to add a new workflow

Select the automated

A pop up will appear

Select the option On Record Added and click on Next

Click on the detail tab and add all the details for email notification

After adding all the details go to workflow stages and click on the stages

In stages, select General

Go to notification tab and select Notification Email

Add the stage name and click on configure

Configure the email notification and click on Ok

Go to finish tab

Click on the finish button and save the workflow

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