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The send email action is an alternative method to trigger an email that is executed through a smart action instead of email alert rules. One important advantage is that the email action is more appropriate for simple email alerts that are tightly related to existing actions.

Instructions
  • Create a new Send Email action.

  • Send the email alert to the Created By user.

 

Summary

Normally you should use the Alerts rules to handle all email triggers, but in simple situations it is OK to use the Send Email Action instead.. It is helpful to explore both methods for sending email to decide when each option is preferred.

Last modified: 10/31/2022 8:22 PM
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