Sending Emails to Prospects Automatically via Process Definitions

Can someone be kind enough to help me understand what I'm missing here in this workflow?

We have meetings, and I want to send an email to the prospect automatically if they schedule an appointment (i.e. a new appointment is created)

I have been working on this in the sandbox and can't seem to get it to send any emails. I know this is a pretty simple workflow, so I'm thinking there's a simple solution I'm missing. Would appreciate any help here. Thanks!

Thanks,

Trent McIntyre

Matthew 11:28-30

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0 Sheldon Pereira 1 month ago

Hi Trent,

Hope all's well.

Assuming this P.D. is enabled, do we know if the process is triggering? Is there a process showing up in Admin > Process Management?

Can you please check if the schedulers related to Sugar BPM are active? - https://support.sugarcrm.com/documentation/sugar_versions/14.0/sell/administration_guide/sugarbpm/#SugarBPM_Scheduler

Additionally, you could also have a quick check on the outbound email settings.

Regards,

Sheldon Pereira
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0 Sheldon Pereira 1 month ago

Hi Trent,

Hope all's well.

Assuming this P.D. is enabled, do we know if the process is triggering? Is there a process showing up in Admin > Process Management?

Can you please check if the schedulers related to Sugar BPM are active? - https://support.sugarcrm.com/documentation/sugar_versions/14.0/sell/administration_guide/sugarbpm/#SugarBPM_Scheduler

Additionally, you could also have a quick check on the outbound email settings.

Regards,

Sheldon Pereira
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