Apr 27, 2023 04:14 PM
Hello Everyone,
TLDR: Can I populate the {to} field in the "send an email" action with a conditional list of email addresses?
I have a user accounts table with typical user account stuff (name, email address, etc.). In that table there is a single select field to describe each user's role within our org.
I would like to send an automated email to everyone who matches a specific user role when certain record triggers fire. I.e. "When a record is updated, send this email to all users with the role of {team leader}".
The list of users will not be static over time. Thus, I need automation to read the record data at the time the trigger fires, and fetch the appropriate email addresses for inclusion into the email {to} field.
We are on a pro account.
TIA
Solved! Go to Solution.
Apr 27, 2023 11:14 PM
Wow I spent hours messing around with this and totally missed the option to include previously searched records into an action step. Thanks!
Apr 27, 2023 07:59 PM
Yeap, add a "Find Record" action before your email action to find all the users with the role in question, and then use the results from that action to populate the {to} field
Apr 27, 2023 11:14 PM
Wow I spent hours messing around with this and totally missed the option to include previously searched records into an action step. Thanks!