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Automation

Start New Conversation

The start new conversation step will create a conversation with all the relevant information. It will also send an initial email to the configured email address.

What Will Happen

When this automation is triggered, a new conversation will be created. This conversation will be linked to the parent LimeObject that triggered the creation and will contain a reply_to_id. An email will also be sent to the addresses in the 'To' and 'Cc' parameters. These emails will also be added to the conversation as followers.

Parameters

Start New Conversation takes a few parameters:

Parameter Description Requirement
Monitored Account Selected from a list of configured monitored accounts. Required
Subject The email subject. Can be configured using a formula step. Required
Body The text that should be in the email. Can be configured using a formula step. Required
To External email that should receive the initial email. Configure using a formula step. Required
Cc The Cc for the initial email. Optional