Set up email notifications for action failures
How it works
Sometimes, your Action events can fail due to incorrect setup or data. For example, if the user doesn't fill in the sender email field or if a Hubspot form setting was changed without synchronizing it with Formli. In such cases, Formli allows you to create and customize notifications for these errors, so you can receive emails to handle them.
Setup Guide
In this guide, we will create an action to receive email notifications about errors that occur while sending emails or synchronizing with HubSpot. You can use any other available type of action depending on your needs.
Create a Failed Action Event
- Open your Formli edit page. Open
Moremenu and click on theAutomationsbutton. - Click on the
+Add a New Eventbutton. - Open the dropdown list to choose the Event Type.
- Choose
Action Failedevent. Click on theSavebutton. - Choose the action type in the dropdown list - Send an email.
- Fill in the required fields (for Send an email action - Send to, Email Subject, Email Body, Sender Name, Sender Email) and optional fields if needed. Then click on the
Savebutton. - You can add references into your email body to use more information about an error, such as error name and time. Just copy the code in the breckets and insert it into email body
- Click on the
Savebutton.
{{action_run.action_name}}{{action_run.action_link}}{{action_run.status}} ⇒ initiated, succeeded, failed{{action_run.attempt_count}}{{action_run.original_date_time}}{{action_run.last_date_time}}{{action_run.last_error_message}}{{action_run.error_messages}}If you need to identify the specific Formli, user, and response, you can also refer to any other references from your Formlis.
After that, you will receive emails every time one of your Actions fails. If there is a problem with the Failed Action itself, the emails will not be sent to avoid creating an infinite loop of notifications.
