Email Automation

Ask the community
1

Hi everyone,
I have created a partner portal for my company. Now I want to set email automation, whenever a partner submits a new sales lead on the portal, I want to trigger an email notification on my email Id. How do I do so?

Can anyone help.

2

Hi @Som.patel

If Airtable is your data source, you can achieve what you have requested there, in Airtable, using automations.

3

Can I add email id, from which I want to send emails

4

Airtable:

All email messages will show up as from “Airtable Automations” at this email address: noreply+automations@airtableemail.com. However, you can specify a custom “From Name” and “Reply To Email Address”. These will appear in the email as “From Name (via Airtable)”.

Or use an Airtable integration for bulk sending, possibly including options from Make/Zapier etc.