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How to configure triggering of an email to specified customers upon activation of a project?

  • July 30, 2024
  • 1 reply
  • 46 views

We’d like to have an email sent with project details upon activation of projects for certain customers.  Does anyone know how we could do that?

Best answer by dcomerford

You could create s GI with the fields you require for the Email where the project is active. 

Then create a Business Event based on the GI with the trigger condition of Record Inserted and subscriber of Email them configure your Email Template.

So once you activate the Project the GI will pick it up as a new row and this will trigger business event and email.

1 reply

dcomerford
Captain II
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  • Captain II
  • Answer
  • July 30, 2024

You could create s GI with the fields you require for the Email where the project is active. 

Then create a Business Event based on the GI with the trigger condition of Record Inserted and subscriber of Email them configure your Email Template.

So once you activate the Project the GI will pick it up as a new row and this will trigger business event and email.