Send Email

The Send Email action sends email notifications when your automation runs. Open any automation in Automation from the top navigation and click Add Condition, Record or Action to add this action.

Configuration

Field	Required	Description
To	Yes	Recipient email address (supports variables)
Subject	Yes	Email subject line (supports variables)
Body	Yes	Email content (supports variables)

Using variables

All fields support variable interpolation. Click the + icon next to input fields to select available fields and variables.

To: {{customer.email}}
Subject: Order #{{order.id}} - Confirmation
Body: 
Hi {{customer.firstName}},

Your order has been received and is being processed.

Order Details:
- Order ID: {{order.id}}
- Total: ${{order.total}}

Thank you for your purchase!

Available data

Reference any data available in your automation's scope:

Source	Syntax	Example
Trigger record	{{triggerAlias.field}}	{{user.email}}
Queried records	{{recordAlias.field}}	{{manager.email}}
Variables	{{variableName}}	{{welcomeMessage}}

Example: Welcome email

Trigger: When user created (alias: user)

Action: Send Email
  To: {{user.email}}
  Subject: Welcome to our platform!
  Body: Hi {{user.firstName}}, thanks for signing up!

Example: Order notification with related data

Trigger: When order created (alias: order)
Record: Find customer where id = {{order.customerId}} (alias: customer)

Action: Send Email
  To: {{customer.email}}
  Subject: Order Confirmation - #{{order.id}}
  Body: Hi {{customer.name}}, your order for ${{order.total}} is confirmed.

Best practices

• Validate email fields — Ensure the source field contains valid emails
• Keep subjects short — Concise subjects improve open rates
• Test with Logger first — Verify variable values before sending real emails

Related

• Webhook — Integrate with external email services
• Conditions — Send emails conditionally
• Variables — Build dynamic email content