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Add field userID in automation

  • April 27, 2026
  • 3 replies
  • 46 views
O

How can Add field UserID in automation when fact sheet has been created?
I’m trying to send an email after Application (fact sheet) has been created but, I only can send Fact Sheet ID and Fact Shee name.
If someone could help me please.

Best answer by priyankagupta

Hi ​@Omar Hdz,

Thanks for your question!

At the moment, the Send Email action in LeanIX Automations supports only a limited set of placeholders—such as the Fact Sheet name and link.

If including the UserID is important for your use case, there are a couple of possible workarounds:

  • Use a Webhook instead of (or in addition to) the email action. The webhook payload for AUTOMATION_TRIGGERED does include the userId field. You could set up an automation that triggers a webhook on fact sheet creation, then use an external service (e.g., a small middleware or integration platform) to parse the payload — which contains the userId — and send a custom email with that information included.

  • Use the "Fact Sheet creator" as a recipient. While this doesn't put the UserID in the email body, you can at least direct the email to the creator by selecting "Fact Sheet creator" as a recipient. This doesn't solve your use case if you need the ID visible in the message content, but it's worth noting.

Please let me know if the above can help solve your use case or you have more questions.

3 replies

P
Community Manager
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  • priyankagupta
  • Community Manager
  • Answer
  • April 29, 2026

Hi ​@Omar Hdz,

Thanks for your question!

At the moment, the Send Email action in LeanIX Automations supports only a limited set of placeholders—such as the Fact Sheet name and link.

If including the UserID is important for your use case, there are a couple of possible workarounds:

  • Use a Webhook instead of (or in addition to) the email action. The webhook payload for AUTOMATION_TRIGGERED does include the userId field. You could set up an automation that triggers a webhook on fact sheet creation, then use an external service (e.g., a small middleware or integration platform) to parse the payload — which contains the userId — and send a custom email with that information included.

  • Use the "Fact Sheet creator" as a recipient. While this doesn't put the UserID in the email body, you can at least direct the email to the creator by selecting "Fact Sheet creator" as a recipient. This doesn't solve your use case if you need the ID visible in the message content, but it's worth noting.

Please let me know if the above can help solve your use case or you have more questions.

    O
    • Omar Hdz
    • Author
    • Rookie
    • April 29, 2026

    I will try the Webhook Option, do you have an example? just to follow it

    P
    Community Manager
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    • priyankagupta
    • Community Manager
    • April 30, 2026

    Hi ​@Omar Hdz , 
    You can find an example here on Creating an Automation with a Webhook Action page. Also please refer to Sending a Webhook from an Automation for some more information and also an example of webhook payload.

    I would also encourage you to submit your feedback (using Submit idea) to our product management for your use case to have more placeholders in automation emails.

    Best Regards,
    Priyanka

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