Save the date! Join us on October 16 for our Product Ops launch event. Register here.
Jun 11, 2024 02:09 AM
Hey,
I have an automation that when the status changes to "done" an email is sent to the customer.
Is it possible to send an email to the customer from the email of the user who changed the status?
For example, if I change the status to "done" then an email will be sent to the customer from me, but if someone else from the company changes the status then an email will be sent to the customer from him.
Solved! Go to Solution.
Jun 11, 2024 07:48 AM - edited Jun 11, 2024 07:48 AM
Hi there! I believe what you need is a conditional automation.
1. Create a 'Last modified by' field, select the specific field option, and select the Status field
2. Create a conditional automation with a different condition for each user. All of the users will have to have either gmail or outlook accounts.
If you need more help, feel free to schedule a session with me!
Jun 11, 2024 07:46 AM
Yeap, use conditional logic to determine which user it is and then set up each conditional group's send email action to come from the appropriate email account
https://support.airtable.com/docs/conditional-groups-of-automation-actions
Jun 11, 2024 07:48 AM - edited Jun 11, 2024 07:48 AM
Hi there! I believe what you need is a conditional automation.
1. Create a 'Last modified by' field, select the specific field option, and select the Status field
2. Create a conditional automation with a different condition for each user. All of the users will have to have either gmail or outlook accounts.
If you need more help, feel free to schedule a session with me!
Jun 12, 2024 01:44 AM
WOW thank you very much!
Jun 12, 2024 09:20 AM
instead of building every conditional group for each user is it possible to make it dynamic?
Jun 18, 2024 12:03 PM
I don't think there is a way to do that, since the send addresses need to be verfied / logged in to via Airtable etc.