Use workflow automation to send email to contact field that lives in apps other than the triggering app

Follow

Ida Ma

• April 22, 2022 02:51

Hello,

I have a contact app that contains the contact information sales lead for a deal. I have has an app called product catalogue which has product status. I want to set up a workflow:

• Trigger: if product status is updated 
• Filter: status = active
• Action: send an email to the sales lead 

I tried both workflow and workflow automation. But I can't find the sales lead field in the Email To section. This is properly Sales lead field lives in a different app to the app where this workflow is triggered.

What should I do? This is such a common issue. There got to be a solution to this? 

Regards, Ida

0

• 

  Bavo De Cooman

  • April 24, 2022 19:28

  You can do this with Podio Workflow Automation.

  Ensure that the lead's email address is connected to the app triggering the flow through a relationship, even if multiple levels deep.
  example: email is in "Contacts" app, which is referenced in "Leads" app, which is referenced in "Deals" app

  1. add a get referenced brick, and follow the path of references to the app containing the email address
     example: in the deals app, the get referenced first goes to the leads app through the relationship in the "deal" field, then you continue to the Contacts app, which is linked to the Leads app in the field called "Contact Info" 
     
  2. Then add your send email brick. You can now insert the token in the email field.
     example: the field in the contacts app is called "email". You'll find it as "(Ref Contact) Email" in the list of tokens to insert. 
     
  3. Finally, add two "clear" bricks to close the references. You first close the last one you opened.
     example: first clear the contacts app, then clear the leads app.

  If the app containing the email address is not connected directly or indirectly through a relationship field, add a reference path first or think of a unique identifier to perform a search. 

  Hope this helps!

  Kind regards

  Bavo

  0

  Comment actions Permalink

Please sign in to leave a comment.