For Each in Pipeline doesn't trigger email notification

Question

I migrated my Automations (3 of them) to Pipelines yesterday (each runs daily with a filter to limit the record(s) to update.

There were three records to be updated today and they did get updated.

However the email notification on the update wasn't sent - Permission Open and the email address is an Email field in the record. Each record sent to a different email address and none of them got the email.

The Pipeline Action is a Bulk Upsert.

It does a Search Record followed by a For Each QB record Do loop which does the record update.

Does this appear to the notification as a single record update or multiple record update (and therefore won't send?)

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Katherine Oakey
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MarkShnierYou · Answer

I mentioned in a previous post, a bulk upsert will not trigger individual email notifications.

The pipeline should be set to run every day and the first step should be a search to identify the qualifying records. then you will have a FOR EACH to update each record individually. You should have no reference whatsoever to Bulk Upserts.

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Mark Shnier (YQC)
mark.shnier@gmail.com
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