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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!
Coordinator
May 22, 2016 at 9:39 AM
Hi
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...
    etc...
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).

thanks!