Introducing email action in company and custom object workflows

Overview

Email actions are now available in EveryCatch company workflows and custom object workflows, so you can automate emails directly from a wider range of your processes.

What changed

Workflow email actions were previously only available in contact-based workflows. With this update, EveryCatch now lets you send automated emails directly from workflows built on:

• Company workflows
• Any custom object workflows

Key benefits

• Automate emails from company and custom object workflows without first moving data into separate contact workflows.
• Reach associated contacts from a company or custom object record without extra workflow steps or manual triggers.
• Support a wider range of custom business processes and use cases that start from companies or custom objects.

How it works

• Turn it on in Labs: go to Settings > Labs and enable “Email Action in Company & Custom Object Workflows”.
• Open a company workflow or a custom object workflow where you want to send emails.
• Click Add action and search for "Send Email".
• Select the association label(s) that identify which associated contacts should receive the email.

• In custom object workflows, choose whether to send to the earliest associated contact, the most recently associated contact, or all associated contacts that match your selected labels.
• Add your email subject line and email content as you normally would in a workflow email action.
• Save and publish your workflow to start sending emails from company and custom object triggers.

Note

• Emails are sent using the domain you have configured for bulk email in your EveryCatch account.
• You can select up to 10 association labels in a single email action.
• If a contact matches more than one of the selected association labels, they will still receive only one email from that action.