Email - Triggers, Actions & Conditionals

Overview

Automations can now be driven by and act on email. This article covers the email-only triggers, actions, and conditionals you'll see in the automation builder (Automations → New / edit an automation).

Use this feature when you want to:

• Kick off a workflow when a creator replies/emails in

• Branch a workflow based on whether creators opened, clicked, or replied

• Send emails or reply in-thread automatically as part of a workflow

In this article, you will learn:

• The email trigger that starts a workflow

• The email conditionals you can branch on

• The email actions a workflow can take

Email trigger: Email Received

Starts a flow when an email lands in a connected inbox.

Two things are required to run the flow:

1. A shared inbox. Private inboxes are not supported — if yours isn't shared, share it (Settings → Inbox Privacy) before turning on the flow.

2. A matching filter. Choose Email Subject (matches when the subject contains your value) or Sender (matches when the sender email is your value), then enter the value to match (e.g. "Partnership invitation").

Optional additional filters. After the two required inputs, click Add additional filters to layer more conditions (AND/OR groups).

Email conditionals

Branch a workflow on engagement measured over a period:

• Email clicked — whether the creator clicked a link in a prior email within the period.

• Email replied — whether the creator replied within the period.

These "count in period" conditionals let you build follow-up logic like "if no reply within 3 days, send a nudge."

Email actions

Email steps you can add to an automation:

• Send in-app email — sends a personalized email as an automation step. You pick the sender inbox account (via the automation email sender selector), can load a saved template from Settings → Templates, and personalize with variables. The selected inbox's signature applies (see Email Templates & Signatures).

• Reply in thread — replies within the triggering email thread (used together with the Email Received trigger for auto-responses).

Templates & signatures in automations

• Automation email steps can load and save templates shared with the inbox and bulk (Settings → Templates).

• The sender inbox determines the signature that is appended.

Requirements & limitations

• A shared connected inbox is required for the Email Received trigger (private inboxes are unsupported).

• Provide at least one required filter (subject or sender) or the flow will not run.

• Sending steps follow the same provider rate limits and reply-tracking caveats as bulk email (reply tracking requires Gmail).

Where to build it

Automations → New automation → set the Email Received trigger and its filter → add Send in-app email or Reply in thread steps → optionally add conditions → activate.