Send an Email
To Send an Email, select the record where the email should be sent from.
If no record is selected, the automation will throw an error.
"This" triggering record is initially available to select.
Other records need to be found first to be "Current" using Logic.
Select your SMTP Integration as defined in the Account Settings and ensure your From address matches your domain.
Fill in the To/Recipient field. You can have multiple recipient addresses, separated by commas.
You can also optionally fill in the CC, specify a Subject and even add specific attachments.
For example, in a Help Desk Table, we are sending an email to the submitter to confirm submission.
In the body of the email, type the content. While typing content, you can access variables by clicking on the @ symbol. Variables can be used to dynamically insert content into the email, such as the name of the record or the value of a field.
There is an eye icon under the body of the email, which you can click on to preview the email.
