If you click “Test & Review” it will send an email to the address you put in when setting up the Action. You’ll now have a chance to test your Zap to make sure it’s working. You can also add the following optional fields: Click “Insert Data” and find the information you want to add. In the “Body” field, you can either type in text for the email, or you can use Dynamic Data to include information from the new record that was created in Stacker. You can put up to 5, separated by commas. Now, put the email address(es) you want to receive updates. We’re going to use Zapier’s built in email service - search for “Email” in the search bar and click “Email by Zapier”.įor the Event, pick “Send Outbound Email” (If not, click the “+” symbol below your Trigger). You should be presented with a prompt to search for an “Action”. Now let’s make this Zap actually do something. If you’ve set things up correctly it should pull in information about one of the records in the table you selected, like in the image below.įor this step to work you need to have a row of data already created in the table!Ĭlick “Continue” Step 2: Set up the action (Send an email) In this case we’ve chosen the database of dogs in our dog walkers’ app. Under “Choose Account”, choose the Stacker account you’ve linked to Zapier.įor the app and table, choose whichever table you’d like to receive updates about. You need to let Zapier know which Stacker account, app, and table it should wait for new records to be created in. We want to set the Event to “Record Created”, then click “Continue”. This will take you to the page where you configure the trigger (I’m a poet and I know it). Search under “App event” for Stacker and click Stacker in the list that appears. You’ll be taken to a page where you’ll be asked to set up your “Trigger”. Head to the My Zaps section of Zapier - you’ll need to be logged in to the account that you linked to Stacker. If you get stuck at any point in this guide, please ask for help in our Customer Slack! Step 1: Set up the Trigger (A new record in Stacker) You’ll need to set up the connection between Zapier and Stacker first - check out this handy guide. It will also work in databases that aren’t about dogs. These dogs are in a Stacker Tables database, although this method will work in any type of database in Stacker - Airtable, Google Sheets, etc. We’re going to make it so when a user uploads a new dog to the database, you receive and email with details of the dog. In this tutorial, we’ll refer to an example app that is a marketplace of dogs available for dog walkers to walk.
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