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Question

Contacts in workflow

  • November 11, 2024
  • 4 replies
  • 44 views

I am trying to create a Custom Workflow that triggers an email to another person outside of my organisation but their email address isn't accepted. Any help will be appreciated.

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4 replies

David
Community Manager
  • Community Manager
  • November 11, 2024

Hi @Warren32534!

Could you tell me a little more about what you’re looking to do, and any errors you’re running into? Which Workflow are you using in this case? Any screenshots would be a big help!

Looking forward to hearing back.


  • Author
  • Community Member
  • November 11, 2024

Hi David

 

Thanks for reaching out to me; I was trying to notify a colleague (outside my organisation) that a meeting booking had been made.

  1. I created a new workflow, Workflow name Email reminder to someone else
  2. Event type just one 
  3. When this happens Immediately
  4. Do this Send email to someone else
  5. Edit: Send email to someone else
  6. Whatever email address I enter comes back No results found
  7. I have made sure the email address is valid, exists in my email program or calendly file but it says “No results found”

Your help is appreciated.

Regards

Warren

 


David
Community Manager
  • Community Manager
  • November 11, 2024

Hey Warren!

Thanks for getting back.I took some time to test this on my end - Can you try typing the email in again, then press Enter when you fill it out? I believe the ‘No Results Found’ is looking at your contacts in Calendly, but pressing enter should allow you to enter the email directly. I’m getting the same thing in my account, but pressing enter allows me to finish adding the email. 

Let me know if this works!


  • Author
  • Community Member
  • November 11, 2024

Thanks David it does!!

 

Perhaps the development team can add it to their list.

 

Regards

Warren