Automated Workflow to contact with data drawn from a project

I am now creating some workflows for sending out to clients emails to update them on the status of their case based on the entry of a receipt number in a custom field that I created in their project. However, I am hitting a roadblock, and I wanted to ask you how we can solve this.
 
We use projects for holding the data from the client's cases. Many clients have multiple cases with us, and so it makes no sense to put the case-specific information in custom fields in the contact. The automated workflow email that I want to send out needs to draw data from fields in the relevant project, but for the field where I need to designate who will receive the email, we need to pull up the client's email address to send the automated workflow email to the client. However, the only options that the workflow interface gives me are of users in our office, record owner, etc., all of whom are in our office. There is no option of emailing to the contact with whom the project is associated, i.e., our client. Can you help me to find a solution for this?
 
Thanks in advance for your help!
 
Best regards,
 
Tony
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3 comments
  • Hi Tony,

     

    Do you have multiple contacts linked to any given case (project record) or only one contact?

    Thank you,

    Micah Feldkamp

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  • I am pursuing a similar workflow automation and see the same limitation. I'd like to have automatic emails sent out to our customers as we complete certain stages of a project.  However, in the 'Email Alert Workflow Action', the 'To' field has a pre-populated dropdown list of possible recipients. This include the "Object Users.....Record Owner, Record Creator, and Responsible User".  OR, you can select any of our registered Insightly Users from our company. But there is NO OPTION to select the client/customer/contact/lead/opportunity or Project email address. Are emails to customers not part of the automated workflow capability of Insightly?  

    Micah Feldkamp....in most cases I only have a single contact linked to the project record.

    Thank you.  If no response to this inquiry I guess for now I'll try to use Zapier and Gmail to piece together something that works.

    Roland 

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  • Hi Roland,

    This feature is available with workflow automation if you have a custom contact relationship lookup field in the object, but we still cannot email from the actions menu in the organization, opportunity, project, or custom object record page.

    Let me know if you have any questions.

    Thank you,

    Micah Feldkamp

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