Automate Email on Workflow Status Change
Hello,
We have a request form, which is being used for hiring staff. It follows a workflow and our HR department shortlists candidates using the workflow status dropdown list. We want to inform un-successful candidates (i.e. not short-listed) via email automatically as soon as not-shortlisted status is selected from the workflow status. So is this possible to automate this process?
Thanks,
Sajid
Wrike's automation engine does not have a way to generate an email to an external party automatically. (Email can be sent to people following the task, depending on the automation action and their own notification settings, but I don't think that addresses your issue.)
The only way I can think to do this is by using a secondary service that is subscribed to a Wrike webhook and is capable of analyzing tasks to determine of the conditions are correct to send the email to the unsuccessful applicant. (The secondary service must also generate the email, of course).
Whether or not this is more efficient/cost-effective than creating and assigning a "send rejection email" task is up to you...
Hi! Thanks for your kind response. Can you please explain a bit more on using a secondary service with Wrike web-hook - i.e. which web-hook and secondary service work for my use-case. I want a solution, so kindly help me.
Best regards
Hello Sajid Yousaf, our Support team is in touch with you via email in relation to your question here. Please let me know if I can help you with anything else🙋🏻♀️
Cansu Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Cansu Wrike Team member Become a Wrike expert with Wrike Discover
Hi everyone, opening this old thread to see if anything has changed about the original question?
Is it possible to send an automated email to external party based on the task status change?
Hi Daniel Czyzak, welcome to the Community and thank you for bumping this thread.
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Cansu Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Cansu Wrike Team member Become a Wrike expert with Wrike Discover
Hi everyone! opening this old thread to see if anything has changed about the original question?
Is it possible to send an automated email to external party based on the task status change? Or Is there a way we could automate a message on Wrike to let the external party knows?
This could also be very useful, especially if we want to send a survey for user experience when a task is complete.
Juan M. M. Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Juan M. M. Wrike Team member Become a Wrike expert with Wrike Discover