Help

Using 'To' Email Address in a Email Automation as Linked Record Email Address

Topic Labels: Automations
Solved
Jump to Solution
211 3
cancel
Showing results for 
Search instead for 
Did you mean: 
Cficek
4 - Data Explorer
4 - Data Explorer

Hello, 

I have a 'Client' table linking to another table that holds information about Event Labor. From the Event Labor table, I am trying to send an automated email to the client (email address linked from its own table.) When creating the action, the 'Email (from Client table)' is an option, and then I have the choice Linked Record ID or Value. I assumed to use Value but neither choice is working. Any solutions?

 

Video to show my work https://www.loom.com/share/38183324bec943ca8c58bffa9ac91162

 

1 Solution

Accepted Solutions
Dan_Montoya
Community Manager
Community Manager

Hi Jade, from your video, you only have 1 record checked.  that record does not have a client linked.  So the error you are getting would be expected.

See Solution in Thread

3 Replies 3
Dan_Montoya
Community Manager
Community Manager

Hi Jade, from your video, you only have 1 record checked.  that record does not have a client linked.  So the error you are getting would be expected.

Hmm, in your Trigger could you try selecting a record that has a value in the "Email (from POC/Clients)" look up field?

Screenshot 2024-02-05 at 8.43.21 PM.png
Once you do that it try setting up your "Send an email" action again and it should work as expected

Perhaps you might also want to add the condition "When 'Email (from POC/Clients)' is not empty" to your automation as well?

OMG, yes! I was staring at it for so long and it was so simple. Thank you for the second set of eyes!