Apr 20, 2020 08:32 AM
Hi all,
Hope you’re doing well.
I’m asking the community about a strategic choice I’m about to make.
We are handeling Client Missions through Airtable. We did automate most of our process with Zapier, like sending e-mails.
Right now, we only have 1 Client Langage, and 2 differents type of products. Each product and lang will result in a quiet different mail template. For now, I was using Paths in Zapier.
However, we’re going to scale to 3 langages, and maybe up to 4 or 5 products, therefore I may have up to 15 differents mail templates. Zapier Paths seem not appropriate at all, without considering maintenance costs…
I’m about to change the strategy to conditionally format e-mails templates directly in Airtable in a Formula Field.
This formula with look like :
SWITCH ( Product ,
“Classic”,
SWITCH ( Lang ,
“FR”, ‘Mail template…”
“NL”, ‘Mail template…”
“EN”, ‘Mail template…”
),
“Copro”,
SWITCH ( Lang ,
“FR”, ‘Mail template…”
“NL”, ‘Mail template…”
“EN”, ‘Mail template…”
),
“Office”,
SWITCH ( Lang ,
“FR”, ‘Mail template…”
“NL”, ‘Mail template…”
“EN”, ‘Mail template…”
),
)
Of course “Mail template” will be a HTML formatted, including variables, etc…
My questions are :
Thank you very much for you advices,
Regards,
Pierre-Louis
Solved! Go to Solution.
Feb 02, 2021 12:59 AM
I’m so sorry I somehow missed your reply message! I wasn’t able to use a webhook because my HTML was above the amount of data that could be sent. So instead of a button, I used a checkbox to trigger that record into a new view which would trigger the email in zapier. Your post helped me SOOOOOO much! It seemed totally possible but I honestly wasn’t finding any use cases where someone was using airtable data as intensely as I needed to create the email. This solution saved me 3+ hours of work each day. I’m very grateful you shared!!!
Feb 02, 2021 01:48 AM
Excellent ! Thanks for you feedback, I’m very glad it helps you!