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Question

How do I insert email template into Zapier email creation step?

  • October 30, 2023
  • 5 replies
  • 204 views

I have an email template that extracts what I need but I can’t find a way to insert it into a zap that creates an email.  It should be obvious but can someone help?

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5 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • October 30, 2023

Hi @Geoff Green 

Good question.

To help us have more context, please post screenshots with how your Zap steps are configured.

Help: https://zapier.com/help/create/basics/set-up-your-zap-action


  • Author
  • Beginner
  • October 30, 2023

do you mean like this diagram?  I’m trying to insert the output from the parser into step 3

 


Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • October 30, 2023

@Geoff Green 

You can use the ‘Custom’ option to map dynamic variables between Zap steps.

Help: https://zapier.com/help/create/basics/set-up-your-zap-action


  • Author
  • Beginner
  • October 30, 2023

where does the “custom” option available?  I see no clickable option named ‘custom’….


Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Zapier Orchestrator & Solution Partner
  • October 30, 2023

@Geoff Green 

Did you review the help link?

Help: https://zapier.com/help/create/basics/set-up-your-zap-action

If you are still having issues, please post more detailed screenshots with the issues you are having.

EXAMPLE