I would like to know which emails are going to start automatically and which ones to be programmed with workflows?
For example, I noticed that creating a new task sends email to the assigned person.
Thank you
Suitecrm 7.9.6
Workflows module doesn’t do anything until you ask it to. So the Workflows that run are the ones you define.
Other system generated emails include:
- any record assignment
- meeting invitations (when meeting is created)
- meeting reminders (if requested, when the time of the meeting is approaching)
You can check out the templates in this file:
include/language/en_us.notify_template.html
This gives you an idea of the situations when SuiteCRM uses notification emails.