Skip to main content

Send multiple records with Integromat

  • December 16, 2018
  • 2 replies
  • 19 views
jowan_qupty
Forum|alt.badge.img+11

Hi all,

I am trying to send out an email/sms once a week to an employee containing several records in a view (his scheduled tasks for the week). I know this can be done with integromat, but am not sure which module to use/how to set this up.

Any help would greatly be appreciated.

@Julian_Kirkness, perhaps you may have a solution?

Thanks in advance

    2 replies

    J
    Forum|alt.badge.img+4

    Hi @jowan_qupty

    You would most probably use a Text Aggregator to do this - the process would be something like:

    1. Get the employee’s record
    2. For each employee, fetch their tasks (using whatever criteria is needed)
    3. Look through these using a text aggregator - adding to the text of the email in each iteration
    4. Send the email.

    You could also do this with a Zapier Digest (I recently did something similar for a client).

    jowan_qupty
    Forum|alt.badge.img+11
    • jowan_qupty
    • Author
    • Known Participant
    • March 8, 2019

    Hi @jowan_qupty

    You would most probably use a Text Aggregator to do this - the process would be something like:

    1. Get the employee’s record
    2. For each employee, fetch their tasks (using whatever criteria is needed)
    3. Look through these using a text aggregator - adding to the text of the email in each iteration
    4. Send the email.

    You could also do this with a Zapier Digest (I recently did something similar for a client).


    Hi Julian,

    Thanks for your response.
    I have attempted to create the scenario with integromat but i wasn’t able to reproduce what you wrote.

    Could you maybe explain how to do this with zapier? what if i have multiple employees? do i need a different view for each employee?

    Terms & ConditionsAccessibility statement