Email Actions for Company & Custom Object Workflows

You can now send emails directly from Company and Custom Object workflows using the Send Email action.

Previously, email actions were only available in Contact workflows. With this enhancement, you can automate email communication based on Company or Custom Object events without creating additional Contact workflows.

TABLE OF CONTENTS

• Popular Use Cases
• How to Use It
• Things to note

Popular Use Cases

Use the Send Email action to automate communications such as:

• Customer onboarding when a new Company or Custom Object record is created.
• Renewal reminders for contracts, subscriptions, or memberships.
• Project or deal updates sent to associated stakeholders.
• Order or service notifications based on Custom Object status changes.
• Internal approvals to associated support representative.
• Follow-up emails when a Company or Custom Object reaches a specific stage.

How to Use It

Step 1: Open a Workflow

Create or open a Company or Custom Object workflow.

Step 2: Add the Send Email Action

1. Click + Add Action.
2. Search for and select Send Email.

Step 3: Select Recipients

• Choose one or more association labels to identify the contacts who should receive the email.
• For Custom Objectworkflows, choose whether to send the email to:
  • Earliest Associated Contact
  • Most Recently Associated Contact
  • All Associated Contacts

Step 4: Compose Your Email

Enter your:

• Email subject
• Email content

Step 5: Save & Publish

Save the active and publish your workflow. When the workflow is triggered, emails will automatically be sent to the selected associated contacts.

Things to note

• Emails are sent using the Bulk Email sending domain configured for your account.
• If a contact matches multiple selected association labels, they will receive only one email.
• Recipient deduplication is handled automatically to prevent duplicate email sends.