Having emails sent be a trigger for automations
Autopilot
Merged in a post:
Automation trigger when email sent or received from communication center
N
Nathan Arant
The email feature in the communication center is really maturing. Now, the remaining piece that my clients need is a way to trigger automations when you send an email to reduce manual steps.
Simple use case: I want a field that tracks the most recent time we sent an email. We would create an automation when an email is sent from the record that updates that date.
Jon Darbyshire
Thank you for posting, Mary-Margaret Arnold! I have a few more questions for you:
- Could you please specify the types of automations you would like to be triggered by the email sent?
- Are there any specific conditions or criteria that should be met for the automation to start?
- What actions do you expect to be performed by the automation once it's triggered?