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
  2. Product Plans: Elevate and Explore
  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. 



    • Related Articles

    • How to Create webhooks using Kylas workflow ?

      Webhooks are user-defined HTTP callbacks that are triggered based on some event in one system and send data to another system API. Prerequisites Permissions:  Any user with access to Create/Update workflows Product Plans: Explore and Elevate. ...
    • How to create Tasks 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 Permissions:  Any user ...
    • What is a Workflow?

      Workflows in Kylas is a way to automate certain repetitive tasks that are performed throughout a sales process. A workflow helps to write some Rules based on certain Triggers and Conditions followed by Actions to be performed by the system when the ...
    • How to create a workflow in Kylas CRM?

      This article covers the steps to be followed and the pre-requisites for creating a workflow in Kylas CRM. Prerequisites Permissions:  Any user with access to Control Center along with the permission to ReadAll and Create to workflow Product ...
    • What are the different triggers available in Kylas for workflow?

      Triggers are the set of events that take place in the system based on which a workflow starts its execution. There are two types of Event-based triggers available in Kylas: When a Record is Created: This triggers the workflow whenever a Record is ...