Send Email Automation Action
The Send Email action automatically sends emails when triggers fire. Perfect for notifications, follow-ups, and client communication.
Recipient Options
Owner: Send to the kanban board owner.
Assigned User: Send to the card's assigned user.
Contact: Send to the contact linked to the card.
Specific Email: Send to a fixed email address.
Email Configuration
Subject: The email subject line. Supports template variables.
Body: The email content. Supports template variables and basic HTML.
Send Via:
- System Mail: Uses OpenLuxe's email servers
- Email Connection: Uses your connected Gmail/Outlook
Template Variables
Personalize emails with dynamic content:
Card Variables:
{{card.title}}- Card title{{card.description}}- Card description{{card.priority}}- Priority level{{card.due_date}}- Due date{{card.deal_value}}- Deal amount
Contact Variables:
{{contact.name}}- Contact name{{contact.email}}- Contact email{{contact.company}}- Company name
User Variables:
{{user.name}}- Current user name{{owner.name}}- Board owner name{{assignee.name}}- Assigned user name
Other Variables:
{{list.name}}- Current list name{{kanban.name}}- Board name{{today}}- Current date
Example Configurations
New lead notification:
To: owner
Subject: New Lead: {{card.title}}
Body: A new lead has entered your pipeline.
Contact: {{contact.name}}
Company: {{contact.company}}
Email: {{contact.email}}
View the card to follow up.
Deal won celebration:
To: assigned_user
Subject: 🎉 Deal Won: {{card.title}}
Body: Congratulations! You closed the deal.
Deal Value: ${{card.deal_value}}
Contact: {{contact.name}}
Great work!
Using Email Connections
Send emails from your own account:
- Connect Gmail or Outlook in Settings
- Select the connection in Send Via
- Emails appear in your Sent folder
- Replies come to your inbox
Async Execution
Email actions run asynchronously:
- Trigger completes immediately
- Email queued for sending
- Delivery within seconds
- Check execution history for status
Best Practices
- Keep it concise: Short, actionable emails
- Use templates: Maintain consistency
- Test first: Verify formatting and variables
- Monitor delivery: Check for failures
- Avoid spam: Don't over-automate emails
