Trigger emails based on field value

Support
1

Hi,

We have built work flows into our solution and would like to send out a formatted email when a field has a specific value. We would need to avoid work flow scripts if possible as the person building the email templates and work flows are not technical.
I looked at https://www.ragic.com/intl/en/doc/102/Send-Custom-Email but i do not see how to make numerous emails and how to trigger them.

So if Status = ‘Sales PO’ then send an email to x@x.com
if Status = ‘OPS’ then send a different formatted email to y@y.com

The email formatting and content is easy to do.

Two questions:

  1. Can we send different emails for the same sheet record

  2. List item how do we trigger the different email formats based on the field value

Thanks in advance

2

Hi,

In the setting of the send custom email action button, you may refer to a specific field as the recipient.

Hence, you may create an email field with conditional formulas so that it fills in x@x.com when status = “Sales PO” and y@y.com when the status = “OPS”. Then, refer to that field in your action button setting.

It’s not supported to automatically send out emails instantly based on a field value. You’ll need further scripting to achieve this.