ALAN KAM LUN HO writes:
We currently subscribe to MAIL MERGE from your company. WE are looking at getting DOCUMENT STUDIO as well — but would like to learn more about it first — especially with the following actual use-case scenario below:
There's a really cool function in HubSpot that we like, but HubSpot is too expensive. This is the HubSpot "Workflow" function. From what I've seen—when someone submits a Google Form, such as our Late Notification Form (we are a school)—and the parents select "3rd Grade" for their child, the HubSpot Workflow automatically sends an email notification to the 3rd-grade teacher upon submission.
In addition to the 3rd-grade teacher, the workflow also sends email notifications to other key personnel, such as the principal, front office staff, etc. My understanding is that Document Studio can accomplish this as well.
There's a really cool function in HubSpot that we like, but HubSpot is too expensive. This is the HubSpot "Workflow" function. From what I've seen—when someone submits a Google Form, such as our Late Notification Form (we are a school)—and the parents select "3rd Grade" for their child, the HubSpot Workflow automatically sends an email notification to the 3rd-grade teacher upon submission.
In addition to the 3rd-grade teacher, the workflow also sends email notifications to other key personnel, such as the principal, front office staff, etc. My understanding is that Document Studio can accomplish this as well.
Solution
Certainly, you can achieve this with Doc Studio.
To accomplish this, you must create workflows that should only execute when the specified condition is met. Within these workflow, you can define separate email tasks that send emails to various recipients based on your specific requirements.
To accomplish this, you must create workflows that should only execute when the specified condition is met. Within these workflow, you can define separate email tasks that send emails to various recipients based on your specific requirements.