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