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How to send an automated email from a Zapier action

Zapier, Forms, Automated emails2 min read

Hi no-code community :)

Today we'll show you how you can use Palabra to send an automated email every time an action happens on Zapier.

You can use this workflow when you need to automate an email from Zapier, whether it's after a users signs up, when a user cancels a subscription, or subscribes to a newsletter. Follow the steps on this guide to handle all your email marketing strategies from a Zapier app on Palabra.

The first step is to go to your Palabra dashboard and click on 'Create new action':

Create new action

This will display the template gallery where you can pick a template for your emails. Pick the template that works best for your use case. On this example we'll use a template to send a welcome email to new sign ups. There are many other templates to pick from, make sure you take a look!

Templates

This template includes a pre-written email you can use, but you can customize it as you like.

The next step is to connect with Zapier. To do that we'll click the "Connect your form here":

Connect your form

And since we want to connect a Zapier form that's what we'll choose:

Pick source

The next step is to go ahead and copy the URL provided to you. We'll need it later to connect Palabra to Zapier.

Url

The next step is to go Zapier to connect your account with Palabra. On this example we'll send an automated email every time a new there's a new row on a Google Sheet, but this action can be whatever you want.

The first step will be to setup the action that will start the Zap. Once you are done with that it should like like this:

Url

Next we'll need to connect with Palabra. To do that, we'll look for "Webhooks by Zapier" from the list of apps:

Url

Next, we'll pick "POST" as an action event and go to the next step.

Url

Finally we'll paste the url we got from Palabra, change the payload type to "JSON", and on the "data" section we'll add "email" on the first column and an example email we got from our initial connection on the second column. Should look something like this:

Url

That's it. We can now test it with the "Test and continue" button. The connection should be successful.

Url

And that's it! The final step is to go back to Palabra to activate your workflow. Once the workflow is activated every time Zapier receives a change Palabra will send an automated email to the email provided.

Card

If you want to edit the content of the email we can do that at any point by clicking on the card that's called "Send welcome email".

Email content

If you want to stop this automatic email you can pause these actions at any time by clicking the "Pause actions" button on the top right.

You'll be able to see how many people received these emails from this same page on the "Results" column.


Hope you enjoyed this tutorial! If you are curious about what else you can do with Palabra or would just like to try it go ahead an create an account here.

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