Is it possible, using Process Builder, to send an email alert when an email is created? Scenario: If I send out a quotation email I want a follow up email to go out the following day.

My solution is to create a task with specific criteria and then create an email if a task is created with that matching criteria.

In more detail:

  1. When an email message is created, if the subject line = "Quotation" then create a Task with the subject = QuotationSent.

  2. When Task is created, if the Subject = QuotationSent then activate an email alert "send follow up email"

However I get an error message when I activate both processes and create an email and send it "Workflow Action failed to Trigger"

I have been able to successfully create a task with the QuotationSent subject line and get an email confirmation proving that the second process works. If I deactivate the second process i can get an email with quotation attachment, proving that the first process works. For some reason, the two processes won't work together.

  • May be you can add two actions, one as as Immediate Action and second as a Scheduled Action which will be same as Time Based Action.
    – Devendra
    Oct 10, 2016 at 13:47
  • thanks, can't add a scheduled action (using the email object). Looks like I need to create a task and then a new process that sends an email alert based on the new task created
    – Bartley
    Oct 10, 2016 at 14:00
  • The EmailMessage object is available when you select Object while creating a Process using Process Builder.
    – Devendra
    Oct 10, 2016 at 14:04

1 Answer 1


Enable enhance email in your org. Then you can monitor Email Message Object just like an object can do anything write trigger, Process Builder to do what ever you want

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .