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Attempting to e-mail multiple results from a query

May 17, 2016 at 4:53 PM
Thank you so much for this tool, quick question for you;

I'm attempting to create a WF to send e-mail to results of a query, for example:
If Opportunity Account = {is blank}
Query Accounts where Account State = Opportunity State
E-Mail Accounts matching the Opportunities state

It's quite difficult for me to figure out how to do this, I'm trying to eliminate the manual work needed to do this; is there an easy away I can possible combine different WF functions to do this?

Essentially I am just trying to add logic to the to: in the send email step, instead of static assigning, to e-mail based on logical query.

Thank you so much again!
May 22, 2016 at 9:39 AM
tryingtofigureito, It's not an easy task what you need.
But you give me and idea in orther to add some new feaures to this tool:
  • Send email to Team
  • Send email to Users in role
  • Send email to accounts from query...
I'll try to think about this kind of features, in order to try to add the some of these features in the future.

Meanwhile, I recomend you to develop something or try to find any other solution out there (I'm not sure if that exists yet).