Hi all,
First time poster so forgive me if I’m posting this incorrectly. I’m trying to create an automation where by an email is sent at creation of a new record (through a form). That task seems simple enough, but I’m struggling to connect a separat...
SCOTT! You’ve done it! Moving it to “New Record in View” was the key. Appreciate your help SO much. I’ll look into Integromat too. Appreciate all of this.
Unfortunately no this created problems and opportunities that both lead to failure.
First, the contacts being pulled through the lookup are “collaborators” so the email is contained within that field type which was removed through the formula.
It gav...
