🆕 Action · Send email · Workflow Automation

:sparkles: Send email :sparkles: is now available as an additional action in Supercharged Workflow Automations.

Overview

The “Email action” allows you to send emails.

A simple use case

“When a record is updated (Trigger) and if the status changes to “done” (Filter) then send an email to a customer (Action)”.

Some more insights

Add your own custom branding and sent emails via your own email account.

Create automation using the action “Send email”

  • First automation block - Trigger - the “When this happens” 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 “And if conditions are met” 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. “is empty” and “is not empty” do not require you to input a field value
  • Third automation block - Action - the “Then do that” automation statement

    • Click on + Add action and choose between various actions
    • Set up your action based on the action you’ve selected, like Send email in the simple example above
    • 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 “cc” “bcc” “from name” “reply to” and “attach files”. With the option “account” 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 →


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

To enable any type of automation, you’ll 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 “When this happens” statement. For example, “When a status changes” Learn more about → 1
  • Filters are optional and start actions only if certain conditions are met. The “And if conditions are met” statement. For example, "only if the status changes to done" Learn more about →
  • An action is an event the automation performs automatically after it is triggered. The “Then do that” statement. For example, “then send an email to a customer” Learn more about →

Check out how to create an automation →