Estimated reading time: 6 minutes

Send automated emails every time a card moves to a phase, a field is updated, or another event happens in your pipe.

Open the pipe and click on Automate.

Click on Create new automation.

First, select an event: what triggers the email.

For example: every time a card enters a phase.

Next, select send an email template as the action.

Then, select a pre-existing email template, or create a new one.

📌 Find detailed instructions on how to create email templates.

Click on Create automation, give it a name, and save.

If you need to create a new email template, make sure to insert:

📌 Pro tip: customize your message by adding dynamic fields (variables). They will automatically fill your text with information from the start form or previous phases.

Click on the plus sign button and select the option.

Ensure your cards are correctly filled, so the receivers get the whole message. Otherwise, it will be blank, and your message will be incomplete.

If you choose a pre-existing email template and you wish to modify it, is not possible to do it through the automations page. Click on the email tab, and select My templates.

Click on the three dots button next to the template you want to change. Select Edit template.

Make the adjustments and save.

Go back to the automations tab and set it up.

Each Pipefy plan has a limit for automation jobs, that is, the number of automations triggered per card in all of your company's pipes.

Therefore, you can set an email automation to send a message to up to 10 different addresses, and it will count as a single automation job.

The number of automation jobs according to the plan is:

📌 Learn how automation billing works.

Go to the pipe and click on Form.

Then, make the form public and copy its link.

Go back to the email editor, and paste the link:

While setting the automation, select when a card enters a phase as event, and the phase with the form you want to share.

Select send an email template as action, and, when typing your message add the dynamic field: current phase link.

It will look like this:

Save your email template, your automation, and you're ready to go!

First, you will set relative date automation, then a second automation to trigger the email every time the due date field is updated.

It will require SMTP configuration. This feature is only available for Enterprise and Unlimited plans.

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