How to Configure the Email Sending Action
Learn how to customize the email sending action in an automation in octapipe to trigger automatic messages based on defined rules
Support Team
Last Update il y a 7 mois
1st Step: Accessing the Automations Administration Module
In the lower left side menu, click “Automations” to view the list.
Click “New Automation” to create a rule or select an existing automation to edit.
Select the Entity that will be monitored (e.g., Pipeline Cards, Database Records, Tasks, or Users).
Choose the Event that will trigger the automation:
- Create
- Update
- Delete
- Move
- Task Completed
- All Tasks Completed
In the “Action” field, choose “Send Email”.
If necessary, add conditions to restrict when the email should be sent. Configure:
- Field: which data will be evaluated.
- Operator: how the comparison will be made (equal, not equal, contains, does not contain, greater than, less than).
- Value: the parameter used in the comparison.
When selecting “Send Email”, the Settings section will be displayed. Fill in the fields:
- From (Sender): email address that will appear as the sender.
- To (Recipient): recipient email address. You can use variables to fill this automatically.
- Subject: email title.
- Message: email body, with support for formatted text, links, and dynamic variables (e.g., customer name, order number).
(Optional) You can use dynamic variables in the “From”, “To”, “Subject”, and “Message” fields to automatically personalize the email. Click the (x) icon next to the field to insert variables such as “Full Name” or “Order Number”, represented as {cf_uuid_full_name} and {cf_uuid_order_number}, which will be replaced with real data from the card or record during execution.
After configuring all fields, click “Create Automation”.
The email will be sent automatically whenever the configured event and conditions are met.
- Use custom field variables to personalize the message.
- Avoid using generic recipients in critical automations.
- Test the automation in a sample scenario before applying it in production.
- Review the subject and message to ensure clear communication.
You have learned how to configure the email sending action in an automation, from selecting the entity and event to filling in the message fields. This feature helps keep communication efficient and standardized within octapipe. If you have any questions, contact our support team.