I have a board for Contacts. On my Project board I have a connection to contacts so I know who the project is for. In Contacts there is an email address.
I’d like to automatically email the assigned Contact (customer) a link to a survey once a project has been marked as Done.
But I can’t. The email automation will not show me the field for the customer email. I have even tried mirroring the field and it will not show up. Am I missing something?
Hi @shawnterry - the main issue here is that mirrored columns, for the most part, cannot be used in many automations and integrations (I know frustrating…).
What we have done as a workaround in the past is the following.
In your contacts board, store your email address as a text column rather than an email column
Add a mirror column to your project board from the contact board for the email address (as you did). I called mine “Email mirror”
Create a new text column on your project board (in my example its called “email string”)
Use the General Caster app to cast the email addresses to the “email string” column with the following formula: SUBSTITUTE({item’s Email Mirror},“+”,“;”). This formats the chosen emails into a proper string that can be used to send an email
I might give that a try. I am currently in a trial to see if this solution will work for us and I feel so frustrated that so many standard things you’d think would work aren’t. It’s a little discouraging.