Send Custom Email
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
Make a Zap
Choose Celoxis app and New Project as the Trigger
Select your Celoxis account
In case the account is not displayed then add your account.
Test the Trigger
Select a Sample
The data from sample will be used in other steps to set up the Zap.
Choose Gmail app and Send Email as the Action
In place of Gmail, you can use other Email apps supported by Zapier.
Add your Gmail account
Customize the Email
Test the Action
Click on Done Editing
Turn ON the Zap
Now when ever a New Project is created in Celoxis then an Email will be sent along with the data of that project.