Email templates can be used to send messages automatically, whenever cards enter or leave a phase or manually by clicking a button inside the card.
Pipefy’s email template feature provides you with a simple way to update the users involved in a process.
You can inform both internal (Pipefy users) and external people sending automated messages, and/or creating pre written email templates to leave at your team’s disposal on each phase.
You can use dynamic content when creating email templates (so that the text contains information from the card’s fields, such as the user’s name) as well as when setting them up (to fetch the recipient’s email address automatically from the card’s field as well).
You can use email templates for: