# Email Triggers in ATZ CRM

> Create candidate and contact email triggers in ATZ CRM to automatically send templates when hiring stages or contact stages change.

Source: https://atzcrm.com/help/email-and-calendar/email-ops/email-triggers/

Email Ops

# Email Triggers in ATZ CRM

Create candidate and contact email triggers in ATZ CRM to automatically send templates when hiring stages or contact stages change.

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Quick Answer

Email triggers automatically send selected templates when a candidate hiring stage or contact stage changes. To set one up, go to Admin Settings > Email Trigger, add a trigger, choose the event and stage, select the automated template and connected sender email, then save.

Email triggers automate communication when candidate hiring stages or contact stages change. They help teams send timely, consistent updates without manual emails.

## Quick Answer

Go to **Admin Settings > Email Trigger**, click **Add Email Trigger**, select the event, stage, template, and sender email, then save. The trigger activates immediately.

## Requirement: Connected Email

Email triggers require a connected sender email. If needed, connect email first: [Email and calendar integration](https://atzcrm.com/help/email-and-calendar/integration/email-calendar-integration/).

## Candidate Email Triggers

Candidate triggers send automated emails when a candidate’s hiring stage changes.

### Set Up a Candidate Trigger

Open **Admin Settings > Email Trigger**.

Click **Add Email Trigger**.

Fill in:

-   Name.
-   Event, such as Hiring Stage is Changed.
-   Event value, such as the selected hiring stage.
-   Automated candidate email template.
-   Connected sender email.

Save the trigger. No manual activation is required.

### How Candidate Triggers Work

When a candidate is moved to the selected stage and a trigger exists, ATZ CRM sends the selected template automatically.

Sent emails appear in the **Sent** email section and on the candidate detail page.

## Contact Email Triggers

Contact triggers send emails automatically when a contact’s stage is updated.

### Set Up a Contact Trigger

Open **Admin Settings > Email Trigger**.

Click **Add Email Trigger**.

Choose:

-   Trigger name.
-   Event, such as Contact Stage is Changed.
-   Event value.
-   Automated contact template.
-   Connected sender email.

Save the trigger.

### How Contact Triggers Work

When a contact stage is updated and a trigger exists for that new stage, ATZ CRM sends the selected contact template automatically if the contact has an email address.

Triggered emails appear in the **Sent** email section and on the contact detail page.

## Troubleshooting

### Trigger Email Was Not Sent

Check whether the sender email is connected, the trigger is saved, the selected stage matches, and the record has an email address.

### Template Is Missing

Only automated templates for the correct module appear. Confirm the template module is candidate or contact as needed.

### Wrong Email Was Sent

Review the trigger’s event value and selected template.

## FAQs

### Are trigger emails sent instantly?

Yes. Emails are sent immediately when the matching stage change occurs.

### Can triggers be used for both candidates and contacts?

Yes. Candidate and contact triggers are configured separately.

### Can I view triggered emails later?

Yes. Review them from the Sent folder or the Emails section on the related record.

## Related guides

[Email and Calendar Integration](https://atzcrm.com/help/email-and-calendar/integration/email-calendar-integration/) [Create Email Templates](https://atzcrm.com/help/email-and-calendar/email-ops/create-email-templates/) [Change Candidate Stages](https://atzcrm.com/help/candidate-management/candidates/change-candidate-stages/)

Need help?

## Talk to the ATZ CRM team

Use the in-app chat for product support, or book a demo if you want to see this workflow with your recruiting data.

[Request demo](https://calendly.com/armaan-atzcrm/30min) [Start free trial](https://secure.talenticx.com/sign-up?token=A7K9X2M4Q8P1Z6R3T5WY)

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