Sep 17, 2020
I’m trying to create automations - that an email is sent when a record has a certain status. What I’d like to do is include certain fields in the email, so that the email includes, for example, a records name. Ideas?
Oct 05, 2020
You click the blue plus button next to the subject or body line in the email, then click on the “record from step 1”
And then click on the insert button for the field you want in the email