Skip to main content
Solved

Send Email from form data


adam-t-jaggers

I have a public form that allows users to submit a request to our pipeline. I would love to be able for the automation to trigger an email when the card was submited but SEND TO the email address that they input into the form.

 

Any thoughts on how to do this?

Best answer by julia-pinheiro

Hi @adam-t-jaggers!

 

You’re right, this issue exists and our support team is working on it.

 

Here’s a workaround for it: try clicking on the bottom right corner of the + symbol.  As shown below:

 

 

View original
Did this topic help you find an answer to your question?

4 replies

Ezequiel Souza
Forum|alt.badge.img+14

Hi

 

You can create a database with all emails (if you know your users) or  request the email in the form.

After that you create an email template and use the automation When the card is created to send the email.

 

Good luck!


julia-pinheiro
Pipefy Staff
Forum|alt.badge.img+1

Hi Adam,

 

Do you mean the email they input in a start form field or in the request tracker option?

 

If it’s in a start form field, you can configurate it in the email template.

Here’s an article that may help you: https://help.pipefy.com/en/articles/4378163-create-edit-and-send-email-templates

 


adam-t-jaggers
  • Author
  • Regular Participant
  • 1 reply
  • June 24, 2022

Hmmm… after watching that video @julia-pinheiro  I realize I might have just encountered a bug. In the email template creation window, when I click the + symbol to add a “to email” the button is disabled. It seems I can not use the card data for any of the fields besides the body of the email?


julia-pinheiro
Pipefy Staff
Forum|alt.badge.img+1

Hi @adam-t-jaggers!

 

You’re right, this issue exists and our support team is working on it.

 

Here’s a workaround for it: try clicking on the bottom right corner of the + symbol.  As shown below:

 

 


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings