We are Tally sales & Services Partners, we are gettings calls for Tally Support from our customers, in that case our sales team are raising service ticket to the customer and after solving they are closing the ticket in that case i need this service ticket status want to sent to customer mail id by using enjay automation, i have created the template and done with email configuration and created the workflow about this creation and closing of ticket but it is not working i didn’t find any issue in it.
Hello Mam,
Could you share your workflow configuration screenshot or URL for our reference?
https://biai.sangamcrm.com/admin/automation/workflows/55b935ab-43a4-4f17-b1e9-771c97c1f6a0
Please find this Url for reference mam.
Hello Ma’am,
As I guided you over the call on how to add conditions and alerts, I have one request — please watch the course first. This will give you a better idea of how all these things are done.
Hello Mam,
It seems that the Condition and Action for the workflow have not been added.
For your reference, I’m sharing the following document that explains how to configure workflow automation in Sangam CRM:
Workflow Automation in Sangam CRM
Please let me know if you need any further assistance.