馃啎 Action 路 Send email to collected 路 Workflow Automation

The action :sparkles: Send email to collected :sparkles: is now available for our built-in automations.

Tape is built to grow with your business. Building first automation is super simple with Tape. Advanced actions like 鈥Send email to collected鈥 help you manage even complex business processes and are designed for Tape experts. Want to get more out of Tape? Tape partners are certified consultants and are ready to help. Whether you鈥檇 like help deciding what to automate or need a hand building, you鈥檒l find the right fit. Just get in touch with us and we connect you with one of our partners.

If you are a developer check out these resources 鈫

Overview

In order to run the 鈥淪end email to collected鈥 action, one or more previously collected actions are required. A collector action (e.g. search for records) collects records based on conditions you specify and places the records, imagine in a virtual basket, for later use. A separate virtual basket is created automatically in the background for every app, which can be used for later actions like 鈥淪end email to collected鈥 within the respective automation.

The 鈥淪end email to collected鈥 action allows you to send emails on previously collected records. Add your own custom branding and sent emails via your own email account.

Create automation using the action 鈥淪end email to collected鈥

  • First automation block - Trigger - the 鈥淲hen this happens鈥 automation statement

    • Choose a trigger, for example When a record is updated
    • Set the trigger by selecting the app where the automation should be triggered
  • Second automation block - Filter - the 鈥淎nd if conditions are met鈥 automation statement

    • Set your filter to start actions only if certain conditions are met:
      • A field to be evaluated, at the first dropdown menu
      • An operator at the second dropdown menu, i.e., Contains, Does not contain, Is not, etc.
      • A field value - enter the field value for the selected field from the first dropdown. Note that the operators e.g. 鈥渋s empty鈥 and 鈥渋s not empty鈥 do not require you to input a field value
  • Third automation block - Action - the 鈥淭hen do that鈥 automation statement

    • First, collect records using a collector action e.g. Search for records
      • Click on + Add action and choose between various actions
      • Set up your action based on the action you鈥檝e selected, like Search for records
      • Select the app you want to search through
      • Click + Add filter - every filter condition has its own row. Add as many as you like
      • Set your filter to search for records only if certain conditions are met:
        • A field to be evaluated, at the first dropdown menu
        • An operator at the second dropdown menu, i.e., Contains, Does not contain, Is not, etc.
        • A field value - enter the field value for the selected field from the first dropdown. Note that the operators e.g. 鈥渋s empty鈥 and 鈥渋s not empty鈥 do not require you to input a field value
    • Choose and setup an action for all collected records
      • Click on + Add action and choose between various actions, for example Send email to collected
      • This will bring up the action with configuration options to add recipients, a subject line, and the message body. Your automation can send out a custom message. Set up your email body using variables via @-menu, emojis, rich text, and plain text. You can also enter your HTML email template as source code.
      • Click Show more fields that allows you to configure 鈥渃c鈥 鈥渂cc鈥 鈥渇rom name鈥 鈥渞eply to鈥 and 鈥渁ttach files鈥. With the option 鈥渁ccount鈥 you can add your own email account by clicking Add account
  • Click on Create automation at the top right

Edit and manage actions

The automation editor allows you to edit or manage actions and holds all the important details about your specific automation. To open the editor - click the card with the title of your automation at the gallery of the automation center. From this point, you can choose between various options. Learn more about 鈫


New to workflow automation by Tape? Here鈥檚 a summary of what you need to know about automation.

To enable any type of automation, you鈥檒l need to set up a trigger and one or more actions. Some automations also use filters.

  • A trigger is an event that starts an automation. The 鈥淲hen this happens鈥 statement. For example, 鈥淲hen a status changes鈥 Learn more about 鈫 1
  • Filters are optional and start actions only if certain conditions are met. The 鈥淎nd if conditions are met鈥 statement. For example, "only if the status changes to done" Learn more about 鈫
  • An action is an event the automation performs automatically after it is triggered. The 鈥淭hen do that鈥 statement. For example, 鈥渢hen send an email to a customer鈥 Learn more about 鈫

Check out how to create an automation 鈫