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Workflow Help - Zap Triggered by YES/NO Prompt & Email reminder actions

  • 17 June 2021
  • 1 reply
  • 610 views

 

For more context, I am responsible for putting together a report every two to three weeks and I would like to have:

  • Every two weeks I want Zapier to Email Me (or Slack Me) and ASK me:
    • a YES/NO question (Does it need to collect inputs for the report?) 
    • mm/dd/yyyy What date is the report due?
      • It should keep running until it gets a response.
  • If I answer YES, I would like a Zap to run with the following steps:
    • send an email to a group of people (same day)
    • send an email reminder to a group of people (+1 day)
    • send an email reminder to a group of people (+2 day)
    • send an Slack reminder to a group of people (+3 day)
    • send an email with a link to the finished report to one person (+3 day)
  • If I answer NO, I would like the Zap to not run

I have a couple of questions to start:

  • How can I trigger a Zap based on a YES/NO question? 
  • How can I make the Zap keep running until it gets a response?
  • How can I schedule an email to go out in relation to when the last email went out?
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Best answer by robschmidt 17 June 2021, 14:15

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Hi @SeekingEfficiency,

 

Here are you answers:

 

  • How can I trigger a Zap based on a YES/NO question? 

So you just set up a webhook based automation and use the webhook as an URL within YES and NO text. Whenever someone clicks the link, the zapier automation will start.

  • How can I make the Zap keep running until it gets a response?

There are several ways of getting this done, however, this is somewhat complicated. One way you can get this done is by using a google sheet and tracking the response, so whenever someone responds it ticks a checkbox and you can use filter to check every X amount of time if that is ticked.

  • How can I schedule an email to go out in relation to when the last email went out?

You can use Delay by Zapier and set any amount of time (up to 30 days) for the next email to be sent.