👤 For super admins and admins
🔐 Available on all plans
🎯 For those who want to optimize and streamline communication with requesters
⏩ Content Summary:
Send automated emails every time a card moves to a phase, a field is updated, or another event happens in your pipe.
Create an email template.
Create a new automation with the action Send an email template.
Select the email template you want and create the automation.
Before you start:
Verify whether or not you have admin or super admin access to create automations in Pipefy. If you don’t, ask for someone in your company to change your role.
You need to know how to create an email template for this setup.
Create email automations
Open the pipe and click Automation.
Click Create automation.
First, select an event: what will trigger the email?
For example, you can choose 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.
Click Create automation, give it a name, then click Save.
FAQ
How many emails can I send via an automation?
Each Pipefy plan has a limit for automations, that is, the number of automations triggered per card in all of your company's pipes.
Therefore, you can set up 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:
| Starter (Free) | Business | Enterprise | Unlimited |
Automation jobs per month | 15 | 300 | 2.000 | Unlimited |
How do I set up an email automation to share forms?
To share a start form:
Go to the pipe and click Form.
Then make the form public and copy its link.
Go back to the email editor and paste in the link:
To share a phase form:
When setting the automation, select when a card enters a phase as an 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 and your automation. You're ready to go!
You can also send the task link. Just click + Task link located next to Dynamic field.
How do I set up an email to repeatedly go out on the same date?
First, you will set a relative date automation, then a second automation to trigger the email every time the due date field is updated.
How do I customize my email address?
It will require SMTP configuration. This feature is only available for Enterprise and Unlimited plans.
Related Content:
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