Benutzerdefinierte E-Mail senden

At times, there is a need to send email to Executives, Clients or Team Members whenever a new entity is created in Celoxis such as new Project, App or Task. Although you can set your preferences to receive emails from User Settings yet there will always be a case where you need to send out customised emails when something happens in Celoxis.

In this article, we will learn to send a customised email whenever a New Project is created in Celoxis. For this we will be using Zapier, if you are not familiar with Zapier then first read this article.

Send an email when a New Project is created in Celoxis

1. Erstellen Sie einen Zap

   

2. Choose Celoxis app and New Project as the Trigger

   

3. Wählen Sie Ihr Celoxis-Konto aus

   In case the account is not displayed then add your account.

   

4. Testen Sie den Auslöser

   

5. Wählen Sie ein Beispiel aus

   Die Daten aus der Stichprobe werden in weiteren Schritten zur Einrichtung des Zaps verwendet.

   

6. Choose Gmail app and Send Email as the Action

   In place of Gmail, you can use other Email apps supported by Zapier.

   

7. Add your Gmail account

   

8. Customize the Email

   

9. Testen Sie die Aktion

   

10. Click on Done Editing

    

11. Schalte den Strom ein

    

Now when ever a New Project is created in Celoxis then an Email will be sent along with the data of that project.