create automation email

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  • Brian
    Active Community Member
    • Jan 2018
    • 80

    create automation email

    Hi,
    I'm using advance pack, I want to create workflow>rule>automatic sending email to our staff once they receive email from customer and not reply to them within time period.
    I'm trying but seem it's not working.
    Please help to check.
    Please see attachment to see my rule created.
  • tanya
    Senior Member
    • Jun 2014
    • 4308

    #2
    Hello
    did you try to do this with sequential workflows?

    https://www.youtube.com/watch?v=7Mec...mXbXrSLmoF15sm (there is an example with sequential workflow usage)

    Comment

    • Brian
      Active Community Member
      • Jan 2018
      • 80

      #3
      Hi Tanya,
      Appreciate your promt feedback.
      It seem not working also.
      Please see attached picture for rule I created and advise if I did it wrong.
      And I would like to know how the rule working when I create it for email entity.because trigger "after record created/updateed"may be not working since there is no record creating or updating in email, right?
      Please help.
      Thank you.
      Brian.

      Comment

      • tanya
        Senior Member
        • Jun 2014
        • 4308

        #4
        You have to create one rule - After Email Created, in conditions check if email is external (possibly add in formula 'isBeingImported' (boolean field)), in actions - Trigger Another Workflow Rule. Set here a delay and select this sequential workflow. You don't need any delay in sequential workflow, just check conditions and sent email

        Comment

        • Brian
          Active Community Member
          • Jan 2018
          • 80

          #5
          Hi Tanya,
          Thanks for your advise.
          But even I create very simple rule to test email sending it's still not working.
          Check in picture to see rule I created:
          Target entity:lead
          Trigger type: after record created
          Condition: phone not empty
          Action: send email to current user and reply to specific email address.
          Any thing wrong?
          Brian.

          Comment

          • tanya
            Senior Member
            • Jun 2014
            • 4308

            #6
            Check smtp configuration and cron (https://www.espocrm.com/documentatio...etup-a-crontab)

            Comment

            • Brian
              Active Community Member
              • Jan 2018
              • 80

              #7
              Thanks Tanya,
              By the way, whether I can check one work flow>rule is working or not?

              Comment

              • tanya
                Senior Member
                • Jun 2014
                • 4308

                #8
                Below the workflow detail you can find a panel Log

                Comment

                • Brian
                  Active Community Member
                  • Jan 2018
                  • 80

                  #9
                  Hi Tanya,
                  It's me again, Brian.
                  I'm still not getting workflow sending email.
                  Since please check my log file, cronrab setup and advise what I'm doing wrong.
                  Thank you very much.
                  Attached Files

                  Comment

                  • tanya
                    Senior Member
                    • Jun 2014
                    • 4308

                    #10
                    As you can see, the job was run, but failed. Check logs

                    Comment

                    • Brian
                      Active Community Member
                      • Jan 2018
                      • 80

                      #11
                      Hi Tanya,
                      How can I check what is job running for my workflow that I created.
                      Please check logs to help since my simple workflow is still not working.
                      Thank you
                      Attached Files

                      Comment

                      • Brian
                        Active Community Member
                        • Jan 2018
                        • 80

                        #12
                        sorry.because I do not enable POP in gmail.
                        Thanks

                        Comment

                        • tanya
                          Senior Member
                          • Jun 2014
                          • 4308

                          #13
                          By the way.
                          You have tonnes of Espo.WARNING: E_WARNING: file_put_contents(data/cache/application/cronLastRunTime.php): failed to open stream: Permission denied and other files in data folder
                          Change the permission to data folder https://www.espocrm.com/documentatio...lation-process.
                          Also check Email Accounts

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