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Template Settings
Use multiple placeholders like: {{ company_name }} {{ invoice_type }} for {{ client_company_name }}
Email Selection Logic
  • From Email: Selected during mapping based on conditions
  • To Email: Retrieved from Monday.com data (recipient column)
  • Templates: Define content and placeholders only
{{ company_name }} Your company name
{{ client_company_name }} Client company name
{{ invoice_type }} Invoice or Request for Payment
{{ item_name }} Monday.com item name
{{ person }} Person column
{{ email }} Email column
{{ status }} Status column
{{ recipient_name }} Recipient name
{{ amount }} Invoice amount
{{ due_date }} Due date
HTML Template Example
Example content: 
Dear Customer,

Please find attached your Setup fee payment request. Here's an overview:

Payment Request Overview:
Payment Request: 
Date: 
Amount (USD): 
USDT amount must equal USD .

Please send us the transaction ID after payment.

If you have any questions, feel free to reach out.

Thank you.
This version will be used for email clients that don't support HTML