I wanted to automate reminder emails for upcoming payments due.
Set up a zap to search for record(s) (multiple) that match an upcoming date range
then set up another record search to find opportunities related to those records
followed by a gmail action to send an email
when the zap ran I was hoping it would run the gmail action for each record found but I received an error saying that it tried to query for all records found at the same time (in the Second get records action)
am I approaching this the right way?
is it possible to have a zap that auto runs daily for all records that match the find record query?
Best answer by robschmidtView original