After configuring the trigger you can add actions to your automation with the button in the left sidebar.

After you added an action you can choose between two types of action

  • Mail, sends an email to the given addresses if the trigger condition is true at the scheduled time. You can add entries from the first row of your data source.

  • Integration, uses a Zapier integration if the trigger condition is true at the scheduled time. You can use all the data from the trigger data sources as well as from additional data sources.

Action: Mail

Adding a mail to your actions will send an email to the given addresses and/or all users in the given groups in case the trigger gets activated.

To use email as an action you only need to set a name, the subject of the email, and the message. To define the mail receivers you can either provide a list of email addresses and/or select one or many groups. If you selected groups as receivers, every member of your selected groups will receive the triggered email.

Note that when you select groups as recipients you can see the number of users currently in a group next to the group name:

When you use @ in the message you can select one of the columns of your data sources. Note that this will only display the first entry from this column, not the whole column.

When you use @ to display one of your column's first entry the data will not be shown if you test the action but it will be added correctly if the action is executed due to the trigger.

Define Time Zone

The time zone dropdown gives the possibility to convert dates (timestamps) from your columns to a specific time zone.

The defined time zone is available as a variable for the message. With this it is possible to add information about the time zone that are used for the dates.

If no time zone is defined the default time zone "UTC" is used.

Trick: How to display more than the first entry in an email

Use the following code in a script to transform a column into a string that contains all entries separated by ', '. If you use this script as a data source you can append this entry to your email.

# if the column is not of type string, convert first
dataset['column'] = [str(x) for x in dataset['column']]

# use output as result variable
output = ', '.join(dataset['column'])
# in R
# use output as result variable
output <- paste0(dataset$column, collapse = ', ')

If you want to display a whole table you can use,

# in PYTHON were df is a pandas.DataFrame
# use output as result variable
output = ', '.join(list(df.columns))
for i, row in df.iterrows():
    output += '\n ' + ', '.join([str(x) for x in row])
# in R were df is a data.frame
# use output as result variable
output <- paste0(names(df), collapse = ', ')
for(i in 1:nrow(df)){
    output <- paste0(output, '\n ', paste0(df[i,], collapse = ', '))

Action: Integration

You can find information on how to set up integrations here and details on how to use them here.

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