Email Template in Workflow Automation
When creating an automation with the new version, I can't seem to be able to email an already created template. Am I missing something?
Trigger: Deal Created
Condition: Deal is not empty
I have also tried a Deal Updated trigger like I had in previous workflow automations prior to new version and still not available that I can tell.
Comments
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@Erin Schackman Can you precisely define what you're trying to do? Once we know that we can advise on the triggers, conditions, and actions.
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Amit Sarda said:
@Erin Schackman Can you precisely define what you're trying to do? Once we know that we can advise on the triggers, conditions, and actions.
trying to send an auto email to contact person when a deal is created in a certain pipeline/stage. i would like to use an email template i already have but it doesn't seem to be an option. i would just type out the email once but i don't see an option for an attachment either.
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Amit Sarda said:
@Erin Schackman Can you precisely define what you're trying to do? Once we know that we can advise on the triggers, conditions, and actions.
Hi @Erin Schackman I have attached an image here. Please let me know if you see the same thing when building your Automation. could you please also confirm which version of Automation are you using, the old or latest?
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