How do I automatically send consolidated follow-up emails based on order type?

@BalazsKovacs 

There are many ways to accomplish the task you mentioned.  Here is one idea…

Use a GoogleSheet to trigger the email and select the content of the email body.

Spreadsheet columns

firstName, lastName, email, go, cars, bikes, trains, planes

Place a ‘X’ in the cars, bikes, trains or planes column to include that section in the email body.

How do I trigger this?

Update the column “go” with the word NOW.

Create a zap that has these steps

1. GoogleSheet Update on a cell called Go 

2. Zapier Filter - Does the Go cell say NOW?

3. Zapier Code - JavaScript - Format the emailInsert (code below)

const sendCars = inputData.sendConsents; 

const sendBikes = inputData.sendNotes; 

const sendTrains =inputData.sendCancels; 

const sendPlanes = inputData.sendPayments; 

// Initialize emailInsert variable 

let emailInsert =''; 

// Check each variable and add corresponding sentences to emailInsert 

if (sendCars === 'x') { emailInsert += 'You should drive a car.\n'; } 

if (sendBikes === 'x') { emailInsert += 'You should have a bike in the boot.\n'; } 

if (sendTrains === 'x') { emailInsert += ‘You should take a train.\n'; } 

if (sendPlanes === 'x') { emailInsert += ‘You should book a plain.\n'; } 

output = [{emailInsert: emailInsert}];

3. GoogleSheet Update - Set Go to Done
4. GMail - Send the mail - Use the emailInsert in the email body

I hope this helps!

Zap Support @ GetUWired

Hi @BalazsKovacs 

Good question.

One option is to use Filters/Paths.

Note: Paths requires a Zapier Pro+ plan.

Hello guys,

Thank you for sharing your insights. My preference is to send just one email to the client, so I'm afraid that using Filters/Paths might not be the ideal solution in this situation.

@GetUWired, I must admit that I'm finding the current Zapier setup a bit complex. Would it be possible for you to simplify it or recommend a more straightforward way to execute the task?

Your support is invaluable, and I truly appreciate your attention to this matter. Thank you all!

Best regards, Balazs

@BalazsKovacs 

Perhaps look into using a Lookup Table: