Wait for the Account Lookup
Place a lookup before an external-send action so a workflow has the right customer identity and owner.
The send button is easy; the identity check is the design work. Which sequence should Imani use before the maintenance notice is sent? Capture the signup row, search the CRM by email and domain, filter for entitlement and opt-in status, then draft or send the notice only for matched eligible customers. Correct. This follows the Zapier search pattern and puts eligibility before the external action. Unknown or duplicated records can route to review instead of being emailed blindly. Send the notice to every email from the signup list, then remove people who complain or bounce. Weaker. This makes the first…
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