Workflows · 1 min read
Send Email Workflow Action
The Send Email action sends an email to the contact in the workflow at the right moment, such as a booking confirmation, a welcome message, or a reminder.
Add the action
- Open your workflow and click + where you want the email to go.
- Choose Send Email.
- Set the From name and From email, or leave them blank to use your defaults.
- Enter a subject line.
- Write your message, or pick a saved template.
- Personalize it with custom values like the contact's first name or appointment time.
- Add attachments if you need to.
- Save the action.
Example: booking confirmation
Use the Appointment Status trigger set to booked, then add Send Email with the appointment date, time, and location fields in the message.
Tips
- Send a test email to yourself before publishing.
- Use a template for messages you send often, so they stay consistent.