Help

Re: Schedule an email at a certain time - if checked yes?

Solved
Jump to Solution
679 1
cancel
Showing results for 
Search instead for 
Did you mean: 
Krystal_Tobias
6 - Interface Innovator
6 - Interface Innovator

I am trying to setup an automation for the following:

1) At a scheduled time (eg. 10am)
2) Send an email to records in Table 1 
3) Condition: IF the record has been 'ticked' (A field in the table is a check box that must be ticked, for the email to be sent at 10am).

I can setup an email to be sent at a schedule time OR I can send an email if a record is ticked - but I can't seem to do all 3 of these steps. Any ideas? Thank you!

1 Solution

Accepted Solutions
TheTimeSavingCo
16 - Uranus
16 - Uranus

The new repeating group function should help with this.  Set up your automation to trigger at 10am, then use a "Find Record" action to grab all the records that have been ticked, and then add a repeating group that uses the results from the "Find Record" action.

In the repeating group, add a "Send an email" action.  Should look something like this: 

Screenshot 2023-02-20 at 2.01.53 PM.png



See Solution in Thread

2 Replies 2
TheTimeSavingCo
16 - Uranus
16 - Uranus

The new repeating group function should help with this.  Set up your automation to trigger at 10am, then use a "Find Record" action to grab all the records that have been ticked, and then add a repeating group that uses the results from the "Find Record" action.

In the repeating group, add a "Send an email" action.  Should look something like this: 

Screenshot 2023-02-20 at 2.01.53 PM.png



That works! Thank you! 😄