With the Send Email action you can automate sending an email and any necessary attachments. Send your email using the GoFormz email server or a GoFormz SMTP client connected to a third-party server.
🗒️ Note: Links cannot be included in any email or text messages dispatched from your GoFormz account. This includes any alphanumeric content that resembles a link (ex. abc123.abc).
Notify employees, partners, or customers when an action has taken place. Common uses of this action include emailing an employee an assignment or emailing a customer a completed work order form.
Use Workflow Variables for email inputs to reference Form and metadata variables.
Set up the Send Email action using the following inputs:
To: This action requires you include the email address indicating your email recipient.
If you want this email delivered to multiple recipients, then separate their emails using commas.
CC: Carbon copy (or CC) is where you indicate any additional email addresses you want to send a copy of this email.
If you want this email delivered to multiple recipients, then separate their emails using commas.
BCC: Blind carbon copy (or BCC) is where you indicate any additional email addresses you want to send a copy of this email without displaying them as recipients to the other recipients.
If you want this email delivered to multiple recipients, then separate their emails using commas.
Subject: Provide a customized Subject line for your email message. If you leave this blank, then your subject line defaults to "Message From GoFormz".
Body: In Body you provide the content of your message.
Use editor mode to modify your messages formatting. Preview mode displays your email message as displayed for your recipient.
Attachments: Select files you want included as your Attachments. This includes output from your Export Report or Export PDF step.
Advanced: Determine your Form Display Name and Reply to Email in your Advanced options for the Send Email action.