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  5. Action: Send Email

Action: Send Email

Please note that you should have at least one synced mailbox to use this automatic action. The messages will be sent from this connected email.

1. To send an email automatically, click the "Create" button and select "Email."

2. Enter a name for your automation. This should briefly outline your automated action. For example, "Email to the Customer". It will be displayed on the automation board.

3. In the Run field, choose a time when specific action (sending notification) will occur:

  • Immediately
  • X minutes/days/hours after the Current time, End Date.
  • X minutes/days/hours before the End Date

    4. Add the condition that must be met for your rule to continue running. To create a condition, select a project field and custom values for the condition. 

    5. After previous automation rule. You may set up the sequence of automation rules. This option empowers you to create a sequence of actions when your rule shouldn’t be run before the previous rule is applied.

    6. Select a sender if you have several email accounts available.

    7. Specify the recipient and add CC or BCC if needed. Use variable, to automatically place the email of a linked CRM contact.

    8. Enter the subject line and a description. In Flowlu, you can automatically replace data with information provided in the project, by which this email will be created. To do it, use variables that can be found by clicking on "three dots" button on the right. All main fields of the project as well as custom fields can be used in the variables.

    9. Select Save to apply your changes.

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