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.
