I would like to send email alerts after a transition has taken place in Blueprint. Is this possible?

I would like to send email alerts after a transition has taken place in Blueprint. Is this possible?

Yes, you can configure your Blueprint to send email alerts after transitions. You just need to configure the transition by choosing Email Alerts under the After Transition stage of your Blueprint. Read more about actions that can be automated in the After Transition section here.
    • Related Articles

    • Designing a Blueprint

      Building a process is largely a 3-step procedure.  Enter Basic Info: Specify the  module ,  layout  and  field  for which the process should be created. Define the Process Flow:  In the  Blueprint Editor , define the process flow right from ...
    • FAQs on Blueprint

      1. Is there a limit to the number of Blueprints I can create in Zoho CRM? Yes. Blueprint is available from the Professional Edition onwards. From Professional edition onwards there is one default Blueprint  available in Zoho CRM. However, the allowed ...
    • Troubleshooting Blueprint

      1. I am not able to find a blueprint that I created. Check whether All Modules is selected under Setup > Process Automation > Blueprint. Only then Blueprints created for all modules will be displayed in the list view. 2. Transitions are not shown for ...
    • Blueprint: A Glossary of Terms

      State State refers to each stage in your business process - that is, all the values of the chosen pick-list field. Drag and drop each State in the canvas on your left to begin drawing your Blueprint. Example States: Picklist Values of the Deal Stage ...
    • Can I send automatic replies to custom emails? For instance, when some of my teammates send emails to a group email ID I have created, I would like to send them an automated 'Thank you' email. Is this possible?

      As of now, you can only send an automatic response when you are on vacation or taking a break from checking your inbox. However, this automatic response will be sent to all users emailing you. However, customizing and selectively sending automatic ...