Dynamically run automations using other team members' accounts

Relay.app screenshot of: Dynamically run automations using other team members' accounts
Relay.app screenshot of: Dynamically run automations using other team members' accounts

This powerful workflow uses the 'Assign a Role' action to dynamically fetch the Account Manager for a closed Deal in HubSpot, so that a welcome email to the new customer will be sent using their Gmail account.

Before the email is sent, the assigned Account Manager will first get a Human-in-the-Loop approval step where they have the opportunity to give the final go-ahead.

Steps in this workflow

1
Record first meets conditions
2
Assign a role
3
Get approval to continue the run
4
Send email

How it works

Relay.app screenshot of: Trigger
1
Record first meets conditions
Trigger Record first meets conditions
Every workflow starts with a trigger. When the triggering action is detected, usually an action in another app, a new run of the workflow is kicked off.
Documentation
descriptionTriggers 101
Relay.app screenshot of: Step 2: Assign a role
2
Assign a role
Documentation
descriptionActions 101