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    Home  >   FAQs   >  How can I send emails using workflows?
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    How do I reorder the sequence of workflow actions? How do I attach a file in an email sent via a workflow? How do I create a workflow? How do I delete sample (default) workflows? What are Workflows? Can I create a workflow to perform different actions based on different values of a picklist field? What is the difference between normal and scheduled workflows? Can I trigger a workflow at a specific date? What are Scheduled Workflows? What are Multi-path Workflows? What is a workflow trigger? What are Workflow entry criteria? What is a workflow action? What are the benefits of using Workflows? How many standard workflows can I create? How many scheduled workflows can I create? How many multi-path workflows can I create? How many actions can I include in a standard workflow? How many actions can I include in a scheduled workflow? How many actions can I have in a multi-path workflow? What are the types of workflows available in Vtiger? What are the different components of a workflow? Is it mandatory to specify entry criteria for a workflow? Can I create a workflow without any entry criterion? I want my workflow to consider only weekdays while checking conditions. Is this possible? Can I obtain the date on which a contact has subscribed to email marketing? Can I obtain the time at which a contact unsubscribes from email marketing? I do not have Write permission. Is there a way I can still create records? How does the Update Fields workflow action work? How does the SMS Task workflow action work? How does the Create Record workflow action work? Can I automate the creation of records in the CRM? Is there a way to automatically update fields when a certain event occurs? Can I automate the sending of an SMS? How do I set up the Update Fields Workflow action? How do I set up the SMS Task workflow action? How do I set up the Create Records Workflow action? How do I modify existing workflows? How do I deactivate a workflow if I do not need it? Can I select an existing address for From address in workflows' Send Mail action? What is Reply To address in Send Mail action? Can I embed record fields into the email body in the Send Mail action? Can I insert an email signature while configuring the Send Mail action in workflows? What is the maximum size of the files that I can attach in a workflow's Send Mail action? What does the Invoke Custom Function action in Workflows do? How do I invoke a custom function using workflows? What does the Create Task action in Workflows do? How do I set up the Create Task workflow action? I do not see my desired fields in the Create Task action of Workflows. What should I do? What does the Create Event action in Workflows do? How do I automate the creation of events? Can I create recurring events using workflows? Can I automate the sales process in Vtiger? Can I select time intervals in Scheduled Workflow Triggers? What is the Click here to view matching records option in Scheduled Workflows Entry Criteria?

    How can I send emails using workflows?

    Table of Contents
    Workflows help you automate the process of sending emails.  For instance, you can send automated thank-you emails to the leads generated through your website.

    Follow these steps to send an email considering the example above:
    Accessing the workflow page:
    1. Click the User Menu on the top right corner of the screen
    2. Click the Settings button
    3. Look for the Automation section
    4. Select Workflows
    5. Click the +New Workflow button
    6. Select the Standard option

    Entering the basic information:

    1. Select the Target Module as Leads
    2. Enter workflow name, status, etc

    Select the workflow trigger:

    1. Select this Workflow Trigger - Lead creation

    Set up the workflow entry criteria:

    1. Click the +Add Condition button
    2. Enter the condition - Lead Source is Website by following the steps below -
      1. Select ‘Lead Source’ from the first drop-down and ‘is’ from the second 
      2. Click on the text area on the right
      3. Select Raw text from the drop-down
      4. Click on Select an option
      5. Choose Website
      6. Click Save

    Set up the action:

    1. Click the Add Action drop-down
    2. Select Send Mail
      1. This opens a window where you must set up the email
    3. Enter the Action Title
    4. Enter the following email information
      1. Specify the From, Reply To, and To addresses, and the email subject
      2. Embed fields into the email body (if required)
      3. Merge an email template with the email body (if required)
      4.  Insert documents, links, and signatures into the email body
    5. Click Save to save the email action
    6. Click Save to save the workflow
    To learn more about the Send Mail action, click here.
     
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