Automation to forward email card when tag applied
under review
Miranda Wheeler
I'd like to be able to add a specific tag, and then that email would be forwarded to a specific email address, including any attachments. This is to work with 3rd party a/p platforms.
and then once the email is forwarded, set another condition so that it moves it to a specific column ("completed")
Duda Bardavid
Merged in a post:
Automation: Auto-forward emails
Duda Bardavid
Duda Bardavid
under review
Duda Bardavid
That's a great one, Miranda, and shouldn't be hard to deploy. We will review it internally and keep you posted here. Thanks for the feedback!
Miranda Wheeler
Duda Bardavid amazing, look forward to it! This will save us a lot of time!
Tanya MacGumerait
This would be super useful if we could forward a template, with the same options for determining which one to send as we currently have for automated email replies.
Here's the use case. Our families report broken links in study guides via email. That emails lands at a clearing house address. Currently, I have Drag tagging and moving those based on course name. I would also like to forward the email, using a Drag template, to the staff member responsible for maintaining the links in a given course.
Right now, the automated option is "send email," and I can choose a template, but that will only send a reply to the family that reported the broken link, which we don't want. I would love to see "send email" replaced on the automation menu with "reply to email" and "forward email"