How to list names + phone numbers in send_email

I have a simple question I think… I’m trying to send info using send_email action but I want to send names and phone numbers associated with caregivers. I can send a list of names and THEN a list of phone numbers, but I’d like to see name number; name number; name number.

It’s possible this is what I’m looking for, but if so then it seems it was an idea and it may not be possible?

The first solution that comes to mind would be to generate a new text field on the Caregivers that could be called something like “Name Phone”. Anytime you add or update a Caregiver’s name or phone, you’d also update this field at the same time. It would be composed of “Name”(space)“Phone” or whatever formatting you’d like. (And if you have data already set up, you can create an API workflow that you can run in bulk on the database that updates the preexisting Caregivers.)

Then you can use this field the same way you would if you were just using the name field or phone number field. I don’t think this is as elegant of a solution as you might be hoping for, but I think it would get the job done, especially if you really only have the two fields.

Hope this helps!


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I am having the same issue. I still haven’t found the solution. If you’ve found a solution, please let me know.

I used Kevin’s solution and it worked well for me.

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