# Allow transactional email sends using a certain template to trigger workflow actions

**URL:** <https://community.hubspot.com/t/allow-transactional-email-sends-using-a-certain-template-to-trigger-workflow-actions/56660>\
**Category:** HubSpot Ideas\
**Tags:** sales-email, workflows\
**Created:** [May 10, 2022, 8:50pm UTC](https://community.hubspot.com/t/allow-transactional-email-sends-using-a-certain-template-to-trigger-workflow-actions/56660 "2022-05-10T20:50:31Z")\
**Posts on this page:** 3\
**Page:** 1

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**Author:** ![JackieLalley](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/jackielalley/32/49437_2.png) [@JackieLalley](https://community.hubspot.com/u/JackieLalley)\
**Post date:** [May 10, 2022, 8:50pm UTC](https://community.hubspot.com/t/allow-transactional-email-sends-using-a-certain-template-to-trigger-workflow-actions/56660/1 "2022-05-10T20:50:31Z")

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Often a sales process includes sending an email with followup information, which the prospect clicks on to move forward with the sale. That represents a deal stage. It would be great if sending the email from within the deal record, using a specific email template, would move the deal to the next pipeline stage. This could be done by **adding automation filters based on sending a sales email using a particular email template**. So I’d love to see this as a feature!

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**Author:** ![BAlbanese](https://avatars.discourse-cdn.com/v4/letter/b/e274bd/32.png) [@BAlbanese](https://community.hubspot.com/u/BAlbanese)\
**Post date:** [November 14, 2022, 3:27pm UTC](https://community.hubspot.com/t/allow-transactional-email-sends-using-a-certain-template-to-trigger-workflow-actions/56660/2 "2022-11-14T15:27:29Z")

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Agreed, this would be very important!

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**Author:** ![MherfelPCN](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/mherfelpcn/32/99730_2.png) [@MherfelPCN](https://community.hubspot.com/u/MherfelPCN)\
**Post date:** [December 2, 2022, 9:50pm UTC](https://community.hubspot.com/t/allow-transactional-email-sends-using-a-certain-template-to-trigger-workflow-actions/56660/3 "2022-12-02T21:50:02Z")

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This would be a great add!

My Story: We use deals to track rebate/special pricing agreements we send at the end of the year. As certain templates are used/sent, it would be great to set up automation to update the deal stage. If we use the template saying “here’s your signed copy” it would update the stage to Closed Won. I have added a workflow that updates the stage if a meeting is schedule, it would be great to have templates do the same. One less click! 🙂