Triggering Workflow on sending an email | XM Community
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Triggering Workflow on sending an email

  • August 17, 2023
  • 0 replies
  • 34 views

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I’d like to trigger a push to salesforce when I send a survey invite to a customer. I’d like to push the date the survey was sent and the unique link. 

I looked at the survey workflow options but they seem to be all triggered on an activity like a response received. Is there a way to trigger an API call to Salesforce from the directory when the latest email field is updated?