- How to automatically send a customized email using Outlook every time a user is added in Webflow
- 1. Set the Webflow trigger as “New user added”
- 2. Add the “Send email” step in Outlook
- 3. Activate your playbook
- Learn more about integrating with Outlook Mail and Webflow
- More how-to guides featuring Outlook Mail and Webflow
How to automatically send a customized email using Outlook every time a user is added in Webflow
Set the Webflow trigger as “New user added”
A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.
Add the Webflow trigger to initiate your playbook's actions every time a user is added. Click "Add trigger" in your playbook and choose "New user added" from the dropdown menu under Webflow.
If you still need to connect your Webflow account to Relay.app yet, a prompt will guide you through the process.
Add the “Send email” step in Outlook
Integrate the Outlook automation into your playbook to ensure the prompt sending of a customized email using Outlook every time a user is added to Webflow.
Click the "Add step" button, locate the “Send email” automation for Outlook, and input the mandatory and relevant details.
If your Outlook account still needs to be connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Outlook account.
Activate your playbook
Activating your playbook is the last step in the process. Once you turn it on, it will automatically send a customized email using Outlook whenever a user is added to Webflow without manual intervention.
To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.