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Hi, I am trying to automate an email message with invoice details for the finance department to create an invoice. For each record (invoice) I have one or multiple sales, invoice lines, so each record will have fields with multiple linked data. In th...
Hi,I have set up a very simple automation. I've created a folder called "Leads Sent" and want any email that is placed there to trigger the creation of a record in my base called "Leads". It works a charm when i test it, both allowing AT to choose th...
Hi,I am setting up an automation with integration with Outlook emails. I can only find limited trigger options. I don't want all my emails to go into AT, only select ones. I figured I would do this by making the trigger conditional, i.e. only when an...
I found a solution, at 12 min in he describes the solution. He is using a Google Doc, but the process is the same for email. https://youtu.be/WEHEVqxB4ps?si=4FiMdQC8A3LnA3rD
Hi,Here's a screenshot of the tab in question: The linked tab's aren't relevant as I am just looking to display data from this tab. I am thinking I might have to have it put in a spreadsheet first and then put in the body of the email, but is there a...
Thank you very much for the solution, I checked out Zapier as well before, but they did not offer the filtering options that you suggest Make provides. I will check it out.
