How to send automated email notifications only once

jlykens · 10/25/22

Hello,

I'm trying to have an automated email notification send only once, once a criteria has been met.

Currently, I have the automation emailing a notification to a contact once a certain field = 1.

It works, however ideally this automation would only send ONCE, as soon as this cell becomes "1". But it keeps sending multiple times.

Any ideas?

Thanks!

Jay

Andrée Starå · 10/25/22

@jlykens

Happy to help!

No. A helper column, in this case, would be a column you add (checkbox), and then you'd add the last step to the Workflow that checks the box the first time it's run and add a condition to the Workflow that it should only trigger if the checkbox in the helper column is unchecked.

Make sense?

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Andrée Starå · 10/25/22

@jlykens

Excellent!

The checkbox column would be near the bottom of the list.

Did it work?

Andrée Starå · 10/25/22

Hi @jlykens

I hope you're well and safe!

Add a step that checks a box in a so-called helper column or similar.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

jlykens · 10/25/22

Thanks for the fast response @Andrée Starå !

I found some articles on Helper Columns, but I'm still unsure of what you mean.

Do you mean setting up a checkbox like this, because checkbox notifications will only send once?

Andrée Starå · 10/25/22

@jlykens

Happy to help!

No. A helper column, in this case, would be a column you add (checkbox), and then you'd add the last step to the Workflow that checks the box the first time it's run and add a condition to the Workflow that it should only trigger if the checkbox in the helper column is unchecked.

Make sense?

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

jlykens · 10/25/22

Ah okay @Andrée Starå , I almost follow.

I think this is closer, but the last section in the workflow "Change Cell Value" does not allow me to select the new Helper column to "check" it once this is complete? Do these need to be two separate automated workflows?