Hi @developer_automation
Following up on this. Have you tried Troy’s suggestion? If so, did it work?
Also, I want to better understand the workflow you want to create. If you can phrase it in the “When A happens in Service X, B should happen in Service Y” format, that’ll help me make sure I give you the best suggestion possible.
Thanks!
Hi @developer_automation
Good question.
Sounds like you need to configure some sort of rule in Salesforce for the email to be sent when certain conditions are met.
Then in the Zap from WPForms to Salesforce, make sure to set the Salesforce data to meet the desired conditions that the Salesforce Rule relies upon.