Send Email When Form Submitted

[dipladoc]

Hello, I'm trying to use airtable to email callers templated information about products. 

I have a grid view where I can enter an caller's email, select from product list (a, b, c), then use the Button feature to trigger a SendGrid email that contains information about the selected product that is retrieved from a lookup table (a - info text, b-info text, and so on). 

This all works very smoothly except I would like to create a Form to enable staff to use this process without having to interact with the grid view. 

So I would like to somehow automate the pressing of the "Send email with SendGrid" button once the Form is submitted/record created. Is there a way to do this?

Thanks for any ideas you have.

[RdMedia_srl]

You can use a third-party automation tool like Make.com. Here are the steps you can follow:

1. Create a new automation on Make and select Airtable as the trigger app.

2. Connect to the Airtable account and select the base and table you want to use for this automation.

3. Set the trigger to "Watch Responses" 

4. Next, add the action step for SendGrid and connect your SendGrid account.

5. Use the data from the Airtable record to populate the SendGrid email with the relevant information about the selected product.

6. Finally, send the email with the SendGrid module

Once the automation is set up, it will trigger automatically whenever a new record is created via the form, and the SendGrid email will be sent with the relevant information about the selected product.

[TheTimeSavingCo]

> So I would like to somehow automate the pressing of the "Send email with SendGrid" button once the Form is submitted/record created. Is there a way to do this?

Nope, I'm afraid not; we can't use automations to interact with Extensions at this time, and you'll need to look into workarounds such as those listed by RdMedia_srl

[CristianCG]

Hi there!

At miniExtensions, we've created a third-party form that integrates seamlessly with Airtable and supports sending an email after submissions. In the body of the email, you can incorporate data from any other field in the table.

For your use case, you can create a form for your staff members with two linked record fields: one linked to the caller table to retrieve the name and email address, and another linked to the product table, to include fields with the product's data, too.

You can find this feature in the Engagement section of the form settings. There, you can select which field contains the recipient’s email, the field for the email subject, and the field for the email body, which also supports rendering an HTML formula.

Feel free to test this feature and many more with a free account on our site.