Please add "Email Client" option for API/Webhooks complete with ability to choose template
M
Melissa Kelley
It's great how easy it is to create APIs and use them in Zapier/Integrately/etc.
The ability to send an email to a client when a task is ready for client approval isn't an API/webhook option. Here is an instance where I desperately need it.
When the first draft of a resume is ready for the client to download, I put it into a task titled "Your First Drafts" and place that task into "Client Approval" status. To make sure the client understands best practices for using this new resume, I send a brief email that includes links to tutorials I've created in the portal. I'd like to automate this so I don't have to remember to manually send the email. This is what the automation might look like.
Trigger: Task needs client approval
Action: Send email to client using the "Your First Drafts" template
Thanks!