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WealthBox email trigger from Workflow completion

  • 18 February 2021
  • 6 replies
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I am trying to create an automated email though outlook that gets trigger by a workflow completion.  I can’t figure out how to assign the email address from the respective client’s profile.  It looks like I can only send the email to pre-determined email address vs. each specific client in each instance.

Can anyone help me figure out how to do this?

Thanks,

Ryan

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Best answer by Troy Tessalone 19 February 2021, 16:41

@ryanwibbs 

The email address data point would have to be included in the returned trigger data or from the data returned in a previous action step.

In the dropdown list, try search for “@” to find an email address.

Otherwise, you might be able to use the WealthBox Find Contact search step.

 

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Hi @ryanwibbs 

Can you provide screenshots of your Zap step where you’re trying to dynamically set the email address?

Thanks so much.  On the “To Emails” field, when I click on it a dropdown with a bunch of choices shows up (can’t seem to screenshot that), but none of the options are the E-mail field of the respective customer record.  Do you know if it’s possible to create my own field options, so I could point at the customer’s email record?

Userlevel 7
Badge +10

@ryanwibbs 

The email address data point would have to be included in the returned trigger data or from the data returned in a previous action step.

In the dropdown list, try search for “@” to find an email address.

Otherwise, you might be able to use the WealthBox Find Contact search step.

 

Thank you for the help.  Yeah, nothing comes up when I search for @.   Also, Find Contact isn’t in the list either.

 

Userlevel 7
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@ryanwibbs

FYI: Find Contact would be a different Zap step.

Does the trigger step provide an email data point, just with a blank value or no email data point at all?

You’ll need to figure out what trigger event will supply the desired email address or what action/search can be used to get the email address, perhaps from an internal system ID for the customer.

Thank you.  I’ll search around for that!

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