1.Monitor approval button clicked
Integrate Zapier Tables to capture record button approvals and recipient fields to prepare sending.
When the approval button is clicked but emails stay un-sent, recipients do not get their carbon assessment and follow-up piles up. This automation sends approved emails and updates the record status and sent timestampβso you can confirm delivery instantly.
Integrate Zapier Tables to capture record button approvals and recipient fields to prepare sending.
Integrate Gmail, email templating tools, and reporting systems to send the finalized HTML carbon assessment email to the recipient.
Integrate Zapier Tables and database status tracking to write a sent timestamp and mark the record as sent.
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Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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