Recipients by role
Send Email can address a contact-point role on the trigger record instead of a fixed address. The default role key is transactional.
Resolution stops at the first hit:
- An explicit address, if the action named one.
- An address that holds the requested role.
- An address that holds primary.
- The oldest remaining address (
createdAt, thenid).
Role scope limits the pool: contact-only, company-only, or both. When the role applies to both, company addresses are preferred, then contact addresses.
If no address is found, the send fails and the step is logged as failed.