Add Placeholders / Fields to TO / CC / BCC Field in E-Mail Automations
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:
Ability to use email address from 'People' custom fields
Austin Pearce
In trying to create an email automation to notify the 'People' custom field called 'Reviewer' on tasks when the task changes its status to "Needs Code Review", it would be great if you could pull the email address from the Clickup user assigned to the 'People' custom field. Currently, it seems you can only pull an email from a task if there is a 'Email' custom field. Another idea would to be able to pull an email from a 'Dropdown' custom field so you could have predefined email addresses. Thanks!
Zach - ClickUp
Merged in a post:
Send automated emails to Creator
K
Kate Beebe
When we're creating automated emails, it'd be great to be able to add the Creator Email in the 'To' field without having to set it up as a custom field. ClickUp has the information available for the Subject field so hopefully it's an easy fix to add it to the recipients as well.
Zach - ClickUp
Yes! Sending to the creator email is exactly what we're tracking under dynamic TO/CC/BCC fields. Merging to consolidate votes — thanks for posting this!
Zach - ClickUp
Merged in a post:
On email automation, please add the feature of adding dynamic fields for 'To" (Recipients) therefore we can add the relevant task assignees or people's email id as default for any triggers.
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Usman Maharoof
Zach - ClickUp
Dynamic recipients in email automations, great request. Merging into the main thread tracking dynamic TO/CC/BCC field support. Appreciate you sharing this!
Anett Korsgaard Nissen
I follow the previous comments and chime in that this is an essential feature needed for Clickup to take over the role of other traditional ticketing systems
Zach - ClickUp
Merged in a post:
Ability to pull email adress from 'People' custom field
Austin Pearce
In creating an email automation, I learned you can only use an 'Email' custom field when pulling an email address from a task. It would be great if you could pull the email address from a Clickup user from a 'People' custom field.
With our set up, we have a 'People' custom field called "Reviewer". I was gonna have an email automation send out whenever the task changed its status to "Needs Code Review".
Zach - ClickUp
Merged in a post:
Be able to use "People" custom fields in email "To", "cc" or "bcc" fields
D
Daiana Vaisman
Since people fields are associated to their corresponding emails, it would be logic to have the ability to use people fields as email recipients.
Zach - ClickUp
Merged in a post:
Send email to Creator Email
Josep Maria Martínez
When you send an email to any list, ClickUp create a task and put Creator Email (Sender Email) at top of description task field.
We consider very interesting the possibilitie to create an automation with Creator Email if example IT Support department.
When The customers send an email to mailbox, the mailbox resend the email to ClickUp.
The email arrives to ClickUp and at this point with a pre-set automation created, ClickUp send an email to the Creator Email (customer) informing that we receive their request and we work on this asap.
Zach - ClickUp
Creator email is part of our broader dynamic recipients feature! Merging with the main post so we can track total demand. Appreciate you posting this!
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