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How to send email to Owner when a new lead/opportunity is created (or on change)?

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#1 zohar

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Posted 19 December 2013 - 09:51 PM

I'm trying to receive an email notification any time a new lead/opportunity is created, whether via a webform or manually (an email on each change is even better).

 

I tried to create a workflow - it didn't work. 

Cron is set up correctly as far as I can see. 

 

Is this possible at all in Zurmo?

 

(ideally - an email should be sent to the Owner or a group of people of a certain role on each change)



#2 raysto

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Posted 06 January 2014 - 05:19 PM

You need 2 workflows:

1. Leads
On-Save workflow-> Contacts and Leads-> Trigger, Status equals New-> Select Actions, nothing here-> Add email message, create a template and send to whoever you want

2. Opportunities
On-Save workflow-> Opportunities-> Trigger, Name Is Not Empty-> Select Actions, nothing here-> Add email message, create a template and send to whoever you want

If you are having issues with your installation, you can always request a trial (http://zurmo.com/free-trial) so that you can better troubleshoot if there is something going on with your local environment.


Ray Stoeckicht
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#3 zohar

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Posted 07 January 2014 - 04:01 PM

Thanks!

I did the steps you instructed me to do (I put "send after 1 minute, as there was no "immediately").

Still the system send no mails. 

 

This is my crontab (running as root):

SHELL=/bin/sh
PATH=/usr/local/sbin:/usr/local/bin:/sbin:/bin:/usr/sbin:/usr/bin
zurmo_install_path="/var/www/html/zurmo"
zurmo_commands_path="$zurmo_install_path/app/protected/commands"

#run these every minute
* * * * * cd "$zurmo_commands_path" && ./zurmoc jobManager  super EmailArchiving &> /dev/null
* * * * * cd "$zurmo_commands_path" && ./zurmoc jobManager  super ProcessOutboundEmail &> /dev/null

#run these every 2 minutes
*/2 * * * * cd "$zurmo_commands_path" && ./zurmoc jobManager  super Export &> /dev/null

# run these every 5 Minutes
*/5 * * * * cd "$zurmo_commands_path" && ./zurmoc jobManager  super Monitor &> /dev/null

# run these every 15 Minutes
*/15 * * * * cd "$zurmo_commands_path" && ./zurmoc jobManager super AutoresponderMessageInQueue &> /dev/null ; ./zurmoc jobManager super ByTimeWorkflowInQueue &> /dev/null

# run these every 30 minutes
*/30 * * * * cd "$zurmo_commands_path" && ./zurmoc jobManager  super AddressGeocodeUpdate &> /dev/null

# run these every hour
5 * * * * cd "$zurmo_commands_path" && ./zurmoc jobManager  super AutoresponderMessageInQueue &> /dev/null

#run these once a day, early in the morning
30 3 * * * cd "$zurmo_commands_path" && ./zurmoc jobManager  super TestOutboundEmail &> /dev/null
30 4 * * * cd "$zurmo_commands_path" && ./zurmoc jobManager  super CurrencyRatesUpdate &> /dev/null
30 5 * * * cd "$zurmo_commands_path" && ./zurmoc jobManager  super ClearSentNotificationsEmail &> /dev/null
30 6 * * * cd "$zurmo_commands_path" && ./zurmoc jobManager  super WorkflowValidityCheck &> /dev/null

# run these on saturday morning
35 2 * * 6 cd "$zurmo_commands_path" && ./zurmoc jobManager  super ImportCleanup &> /dev/null
35 3 * * 6 cd "$zurmo_commands_path" && ./zurmoc jobManager  super ExportCleanup &> /dev/null
35 4 * * 6 cd "$zurmo_commands_path" && ./zurmoc jobManager  super CheckZurmoUpdates &> /dev/null
35 5 * * 6 cd "$zurmo_commands_path" && ./zurmoc jobManager  super JobLogCleanup &> /dev/null


#4 elroim

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Posted 07 January 2014 - 04:29 PM

I have been facing the same issue. I followed the instructions but still not solved. could you please recheck?



#5 raysto

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Posted 09 January 2014 - 08:39 PM

You can join the Dev Session next week and have one of our engineers take a look. 


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#6 Manikandan TV

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Posted 11 February 2015 - 01:54 PM

was this issue resolved ? If yes can you please elaborate how it was done?







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