Hi, I would love to create email templates that are sent automatically whenever cards are moved to different phases. Is is possible to configure something like that?
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Creating Email Templates
Best answer by ivan.novofoco
Hi Peter,
The Pipefy help page has a very detailed step-by-step on the subject.
https://help.pipefy.com/en/articles/614616-email-templates
On this page you will find information for creating, editing or deleting template emails, as well as tips for configuring them when a card enters a phase, leaves a phase, or sends it manually whenever necessary.
Hope this helps.
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