I have multiple companies using Salesforce as their CRM.
I’ve made a report to filter them, which is going really good !
Next thing I want to do is to send out a mail to this selection only, saying that there was an issue in f.ex. the connection with Salesforce and our company. (I’ve foreseen the field email of course :))
That way I can easlliy communicate with the filtered cards.
Best answer by genietim
I believe this is not possibly directly with only Pipefy. What you can do though, for example:
- export your report (including the E-Mails)
- use either (A) some Newsletter/E-Mail service like MailChimp etc., for sending the E-Mail to all the people in the report or (B)use the GraphQL API of Pipefy to trigger an automation for the rows in the report sending the E-Mail, e.g.: on card creation, send E-Mail. Using GraphQL API you create the cards from the Excel/CSV.
I believe this is not possibly directly with only Pipefy. What you can do though, for example:
- export your report (including the E-Mails)
- use either (A) some Newsletter/E-Mail service like MailChimp etc., for sending the E-Mail to all the people in the report or (B)use the GraphQL API of Pipefy to trigger an automation for the rows in the report sending the E-Mail, e.g.: on card creation, send E-Mail. Using GraphQL API you create the cards from the Excel/CSV.
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