Email Automations
Email automations let you trigger actions when email delivery events occur. The most common use case is automatically tagging customers with an “Invalid Email” tag when their email bounces, making it easy to find and fix problematic addresses.
Default Automation: Bounce Tagging
PayRequest comes with a pre-built automation template:
Email Bounce → Add Invalid Email Tag
This automation:
- Triggers when a customer’s email bounces
- Creates an “Invalid Email” tag (red) if it doesn’t exist
- Attaches the tag to the affected customer
Setting It Up
Go to Automations
Navigate to Automations from the sidebar.
Create the default automation
Click Create Automation — the bounce tagging template is pre-filled.
Customize (optional)
Change the tag name or color if you prefer a different label.
Save
The automation activates immediately and processes all future bounces.
Available Triggers
| Trigger | When It Fires |
|---|
| Email Bounced | Recipient server rejects the email (permanent or transient) |
| Email Complained | Recipient marks the email as spam |
| Email Failed | Email fails to send for any other reason |
Available Actions
| Action | What It Does |
|---|
| Add Tag | Attaches a tag to the customer |
| Remove Tag | Removes a tag from the customer |
Automatic Tag Cleanup
When you update a customer’s email address to a different one, PayRequest automatically removes any tags that were added by email bounce automations. This means fixing an email address also cleans up the “Invalid Email” tag without manual work.
Combine bounce tagging with the Email Issues filter on the customer list to quickly review and fix all affected customers at once.
Next Steps
