YR Email Automation — Zoho Components

Component Map — How Everything Connects

Workflow Rules

Rule Name	Module	Trigger	Calls	Status
YR Deal Stage — Enroll Email Sequence	Opportunities	Stage changes to Qualifying 10, Needs Analysis 20, or Proposal/Price Quote 50	`yr_enroll_email_sequence`	Active
YR - Quote Created — Enroll Email Sequence	Quotes	New Quote created/saved on an Opportunity	`yr_enroll_email_sequence1`	Active
YR - Opt Out Email Sequence	Opportunities	Auto Follow-Up Emails changed to false · Follow-Up Sequence = YR	`yr_opt_out_email_sequence`	Active
YR - Close Deal — Exit Email Sequence	Opportunities	Stage changes to Closed Won or Closed Lost · Follow-Up Sequence = YR	`yr_close_email_sequence`	Active
YR Rep Activity Reset - Calls	Calls	Call logged or modified · Call Logged Manually = true	`yr_rep_activity_reset`	Active
YR Rep Activity Reset - Tasks	Tasks	Edit · Status field modified = Completed	`yr_rep_activity_reset2`	Active
YR Rep Activity Reset - Emails	Emails	Email sent · Sender ≠ [email protected] · Auto Follow-Up = checked · Follow-Up Sequence = YR	`YR_Rep_Activity_Reset_Email`	Active
YR - Cadence Enrollment Trigger	Opportunities	Email_Sequence_Status field change (superseded)	`yr_cadence_enrollment`	Deactivated

Deluge Functions

Function Name	Purpose	Key Behavior	Status
`yr_enroll_email_sequence`	Enroll deal from Opportunities trigger	Reads Quote line items · checks YR product · sets Status = Active · enrolls all 3 cadences simultaneously	Active
`yr_enroll_email_sequence1`	Enroll deal from Quotes trigger	Same logic as above · called from Quotes module workflow rule	Active
`yr_opt_out_email_sequence`	Opt out when checkbox unchecked mid-sequence	Unenrolls all 3 cadences · sets Status = Opted Out	Active
`yr_close_email_sequence`	Exit sequence when deal closes	Unenrolls all 3 cadences · sets Status = Complete	Active
`yr_rep_activity_reset`	Reset timers when call is logged	Unenrolls all 3 cadences · re-enrolls all 3 immediately · resets all delay timers	Active
`yr_rep_activity_reset2`	Reset timers when task is completed	Self-looks up deal via `What_Id` on task record · unenrolls/re-enrolls all 3	Active
`YR_Rep_Activity_Reset_Email`	Reset timers when rep sends manual email	Guards on Follow_Up_Sequence field · unenrolls/re-enrolls all 3	Active
`yr_cadence_enrollment`	Legacy: enroll based on step field	Superseded by simultaneous enrollment architecture	Superseded

Cadences

All 3 cadences are enrolled simultaneously at the moment of enrollment. The delay on each cadence determines when its email fires. They operate independently — exiting one does not exit the others.

Cadence Name	Cadence ID	Delay	Template	Subject Line
Cadence 1 Opp — Email 1	`817882000396285001`	3 days	2026-04 YR Cold Quote Follow-Up 1	"Has your loading situation changed?"
Cadence 2 Opp — Email 2	`817882000396285137`	6 days	2026-04 YR Cold Quote Follow-Up 2	"Renting or buying a yard ramp can solve loading problems fast"
Cadence 3 Opp — Email 3	`817882000396285169`	10 days	2026-04 YR Cold Quote Follow-Up 3	"Let us Know if We Can Help With Your Yard Ramp Needs"

Opportunity Fields

Field Label	API Name	Type	Default	Purpose
Auto Follow-Up Emails	`Auto_Follow_Up_Emails`	Checkbox	✅ Checked	Master on/off switch. Unchecking mid-sequence triggers opt-out rule immediately.
Email Sequence Status	`Email_Sequence_Status`	Picklist	Not Started	Tracks current state of the sequence. Values: Not Started · Active · Opted Out · Complete
Follow-Up Sequence	`Follow_Up_Sequence`	Picklist	(blank)	Scopes reset rules to the correct product line. Set to "YR - Yard Ramp" on enrollment. Prevents CVR reset rules from firing on YR deals.

Known Gotchas & Technical Notes

Workflow rules do not fire on Deluge field changes. If a Deluge function writes a field value, any workflow rule watching that field will not trigger. All chaining logic must be handled inside Deluge directly.

Workflow argument mapping requires the # merge field picker. Typed text looks identical in the UI but passes the label string instead of the field value — causes silent breakage. Always use the picker.

Task workflow rules cannot pass Deal ID reliably. Use self-lookup via What_Id on the task record inside the Deluge function instead.

Reply detection is manual. Emails send from [email protected] with reply-to set to the deal owner. Replies go directly to the rep's inbox — no auto-detection. Rep must manually uncheck Auto Follow-Up Emails to stop the sequence after a reply.