Before You Begin
Ensure you have:
Access: Administrative access to create and modify CRM workflows.
Data Integrity: Related Contacts must be properly configured and populated in your system.
Workflow Strategy: A clearly identified trigger event (e.g., an Intake Opportunity Status changing to "Admitted").
Steps
Navigate to Workflows: Go to your workflow configuration area in the system
Create or Edit Workflow: Set up a new workflow or modify an existing one with your desired trigger (e.g., Status Change to "Admitted")
Configure Email Action: Add an email action to your workflow
Set Email Recipient: In the recipient field, use the variable syntax:
$relatedContactsTable__primary_email
Complete Email Setup: Configure your email subject, body, and any other required settings
Save and Activate: Save your workflow and ensure it's activated
Verification / Expected Result
When the trigger event occurs (e.g., patient status changes to "Admitted"), the system will:
Automatically pull the email address from the Related Contacts table
Send the configured email to that address
Log the email activity in the workflow history
💡 Tips & Best Practices
Test your workflow with a sample record before deploying to production
Ensure Related Contacts have valid email addresses to avoid delivery issues
Consider adding conditions to your workflow to handle cases where no Related Contact email exists
Related Resources
For more information about workflows and Related Contacts, refer to the Dazos Help Center for additional configuration guides.