Dynamic recipients in email automations (To/CC/BCC from assignees, watchers, creator, workspace users, People and Email custom fields)
Julian Pustkuchen
Since "See Sender Addresses for Tasks & Comments Created via Email" has been finished yesterday (HOOORAAAY!!! :D), the only thing stopping us from creating a very flexible Ticket System with Clickup is the missing option to use Placeholders on ClickUp E-Mail Automations recipients. Currently only static text is possible (but sadly not helpful for that).
Please try to create an automatic reply to received E-Mails with Automations like "Thank you for your Ticket, we're working on it". I think it's not possible due to this missing variables! :(
It would work as the placeholders available for the Text would be available as TO / CC / BCC recipients. Currently, only hard coded text is possible.
To improve this in General, I think for E-Mail TO / CC / BCC Automation fields you'd need to be able to select multiple of the following (as multi recipients):
- Creator E-Mail (as may be from an outside Mail Address)
- Watchers
- Assignees
- Custom E-Mail Field
- ...?
Same should also be available in the texts. And please ensure it works for incoming emails from outside.
Would be cool to have this simple but important improvement soon to be able to finish the ClickUp Ticket System :)
Thanks a lot!
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Zach - ClickUp
Merged in a post:
To and CC should have capabilities to fetch variables
R
Ronak Gajjar
Zach - ClickUp
Merged in a post:
Custom fields in the email recipient field
J
Jan Raška
It would be great to have the ability to add custom fields to individual fields in email automation. For example, assign the Custom Field Email to the Recipient field. The automation would send the email to the email stored in the email field. Without these and other options, email automation is pretty useless.
Zach - ClickUp
Merged in a post:
Ability to add emails dynamically based on Active Directory
Lawrence Johnson
Scenario:
We have custom fields in tasks that are people fields e.g. publisher etc (tied into active directory). So if we could setup an automation that CC'd the email address of this custom field, then they'd be notified via the automation. Without this functionality we can't achieve this with automation - we'll have to do this manually.
Regards,
Lawrence
Zach - ClickUp
Merged in a post:
Use a Custom Field in the To of an Email
A
Aaron Williams
It would be helpful to be able to use a custom field in the To: field of the email composing. Or at the very least be able to select "Creator Email" as an option in the To field.
For example, a user submits a form and a custom field captures their email address. An automation sends an email to them thanking them for their submission and sends it to the email address in the custom field.
This would allow automation to send an email dynamically to recipients based on information in the Task. Similar functionality already exists in the Subject and Body of the email.
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Zach - ClickUp
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Sending emails via automation
L
Lara Melz
We would like to send emails via automations and have also linked a sender email address for this purpose. Unfortunately, it is now only possible to address the emails in the automations to a specific person, but our contacts often change or have several responsible persons stored.
Is there a way to store something like @verantwortliche with the recipient so that everyone who is stored in this field receives an e-mail notification? Or will this feature be available in the future?
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Zach - ClickUp
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Make assignee field available to send to in automated emails
K
Karoline Kautz
When automating and email it would be great to set "To:" to the assignee of the task. The field is available for the subject line and the email body but not for the email address field. Why not? ClickUp has the email address of every person that could be assigned to a task.
Since there is currently no duplication method of automations (despite what the help files say), I have to rebuild the automation from scratch for every team member who is supposed to receive the email when the condition is met. This is exactly the type of situation where duplication and automation should shine. Please add a solution soon, thanks.
Zach - ClickUp
Merged in a post:
Add variable to the To field in email automations
Connor Widder
I need to be able to use a variable for the To: email address when you send a email via a automation.
I use a variable for to hold my clients contact email and I'd like to send them a email update once certain tasks are complete.
Currently, I would need to create a individual automation for every client and update the To address. Adding this would save a lot of time and increase functionality.
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B
Brandon Thomas
Any update on this? Been 3 months since my report was merged here w/ no updates.
Ben
this needs sorting asap, no reason any text custom field containing the @ symbol should'nt be accessible via selectimg custom placeholder
Zach - ClickUp
Merged in a post:
"Creator Email" cannot be used in "To" field for Automation Action "Send Email"
B
Brandon Thomas
When creating a new List Automation w/ the Email ClickApp as an Action, I cannot use any Fields that appear in the Subject or Body inputs as parameters in the To, Cc, or Bcc inputs.
I have my support email address configured to forward all new mail to a ClickUp List's "Email To List" generated address. My goal is to have ClickUp send an automated acknowledgement message from my support address back to the user once their task has been added to the list via their email; this is so that users are assured their ticket is being investigated.
Including the "Creator Email" parameter in the "To" field's available choices (there are currently none) would make this possible.
Another approach that I also tried: Custom Fields seem to be usable in the "To" field. I've tried to configure another Automation to set the Custom Field
first
to the "Creator Email" parameter, then - once that is accomplished - send the email as described above. However, it appears that Custom Field automations also cannot use any parameters to set their values, so this approach also does not work.This seems like a relatively simple feature in my eyes, especially given that Subject and Body can use custom parameters such as "Creator Email"; so I was surprised when this was not possible. I'd appreciate if this were possible in a near-future update.
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