Citrix Workflow Integration
Send Emails with Citrix Podio Workflow Automation while using GlobiMail for logging and tracking.
First, if you haven't already, create a template in šEmail Templates
Then, openĀ Citrix Podio Workflow AutomationĀ and create a new flow in the selected App.
For example, create a flow that triggers daily and sends emails to follow up after being left unanswered for six days
- Start aĀ New Flow, add any filters required for the flow to run.
- Insert aĀ CollectorĀ if data is required from another App.
- Add theĀ GlobiMail Action, ifĀ using the Plugin. Or the Remote Post action if no plugin.
- Select theĀ templateĀ to use in your flow.
- The first required fields will be filled by default from the template created.Ā
When theĀ Flow action completes, the Email is passed toĀ GlobiMailĀ to complete the process. The Log Entry will show: Sent Email via GlobiMail to:Ā recipient@companydomain.com
The email will be added as a comment on the item.
Add šAutomation Triggers to track email events like opened, bounced, etc.
View our š¤OUTBOX - for Campaigns example to see more of an example.
The Send Email Action
If you are still using theĀ Send EmailĀ action, be sure to checkĀ theĀ GlobiMailĀ checkbox. This selection is only available on Connected Apps and not the By Date or Day flows.
Select aĀ From NameĀ that the email will come FROM. TheĀ From Address (Reply-To)Ā should be related to theĀ GlobiMailĀ account.