Flowsana rule to send a custom email notification (And customize it with Variable Substitution) | Scribe

    Flowsana rule to send a custom email notification (And customize it with Variable Substitution)

    • 8 steps
    1
    Steps not shown are: Go to your Workflows, Click Create New Workflow, Select the Project you'd like to apply this workflow to. Now select your Rule trigger/condition, for example, "If task is associated with tag..."
    2
    Select the appropriate tag from your list.
    3
    Select "Then send an email notification to"
    4
    Select who you want to send the email notification to. In this example, "an email address in a custom field"
    5
    Select the appropriate custom field from the list.
    6
    Fill in your desired email subject and body. You can use Flowsana's "Variable Substitution" feature to include fields from the project and task.
    7
    Choose how to apply this rule.
    8
    Click Put Selected Workflow Under Flowsana Workflow Control. Wait for the email that confirms the workflow is in place, and then it can be used!