Help

The Community will be temporarily unavailable starting on Friday February 28. We’ll be back as soon as we can! To learn more, check out our Announcements blog post.

Send multiple records with Integromat

2230 2
cancel
Showing results for 
Search instead for 
Did you mean: 
jowan_qupty
6 - Interface Innovator
6 - Interface Innovator

Hi all,

I am trying to send out an email/sms once a week to an employee containing several records in a view (his scheduled tasks for the week). I know this can be done with integromat, but am not sure which module to use/how to set this up.

Any help would greatly be appreciated.

@Julian_Kirkness, perhaps you may have a solution?

Thanks in advance

2 Replies 2
Julian_Kirkness
10 - Mercury
10 - Mercury

Hi @jowan_qupty

You would most probably use a Text Aggregator to do this - the process would be something like:

  1. Get the employee’s record
  2. For each employee, fetch their tasks (using whatever criteria is needed)
  3. Look through these using a text aggregator - adding to the text of the email in each iteration
  4. Send the email.

You could also do this with a Zapier Digest (I recently did something similar for a client).

Hi Julian,

Thanks for your response.
I have attempted to create the scenario with integromat but i wasn’t able to reproduce what you wrote.

Could you maybe explain how to do this with zapier? what if i have multiple employees? do i need a different view for each employee?