How to send Emails using Kylas workflow?

How to send Emails using Kylas workflow?

Workflows in Kylas is a powerful tool to automate several activities that are performed repeatedly during the sales process. An active workflow will validate the trigger, conditions, and perform the set actions, 

Prerequisites

  1. Permissions:  Any user with access to Create or Update workflows and special access of Emails on required entity and Read access on Email Template
  2. Product Plans: Elevate
  3. Activities to be Completed: Send automated emails through workflow

Steps

Step 1: Login to Kylas and navigate to CRM settings -> Automation -> Workflows 


Step 2: Either click on Create a Workflow button or Click on any of the available workflows and go to Create/Update workflow page

Step 3: Complete steps 1, 2, and 3 as covered in What is a Workflow?

Step 4: Go to step 4 of workflow creation 'Set actions to be performed'



Step 5: Choose 'Send Email' as an action from the available options 
  1. Choose 'From' and 'To' email id from the available options 
  2. Choose an Email template
Step 5: Click on 'Save' 


After saving, the set email will be sent to the selected email ids upon successful workflow trigger and condition validation.  
The emails will be sent only when the user has connected their email account in Kylas from whose id the emails are to be sent. 



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