If we want to automatically send an email when a new Contact is created, then the Object of the automation should be set to 'Contact' and the trigger to 'On Creation'.
We also, want to make sure that this automation only occurs if the Lead has a 'Work Email' in the contact information and its status is set to 'Lead' which is the field that will let us know that is a new contact that is not yet a customer.
Note: You might need to select different fields according to your own configuration.
For the action, we want to create a new Task with 'Email' as the type. As a description, you can type something like Automated Email for New customer or anything that want really.
| Field | Value |
| Status | Not Done |
| Source App | Contacts |
| Source Record | From Triggering Record -> Triggering Record |
| Assign to | From Triggering Record -> Contact Owner |
| Overdue | No |
Now, let's move to the Email portion of the Task.
| Field | Value |
| Template | Select one of your existing templates. It is a required field. |
| Send Automatically | Yes |
| From | From Triggering Record -> Contact Owner |
| To |
From Triggering Record -> From Triggering Record -> Work Email (or any email field you might want to use) |
| Note | Optional |
| Due Date Options | Here you can specify when we want to send the email. |
| Delay |
Optional The delay will be calculated from the field selected as due date. To send it 3 hours after the creation: Due Date = Creation date Delay = 3h |
| Use Working Calendar | Yes |
You can learn more about Working Calendar following the tutorial below:
Working Calendar
Once a new contact, with lead status, is created in FreeAgent, the automation will create the 'Send Welcome Email' Task and the email will be sent automatically 3h after the creation of the contact. If you keep the Delay field empty, the email will be sent right after the contact is created.