Email trigger refers to the trigger that occurs when an email is sent/received. This helps you to initiate a process app just by sending an email. For e.g. you can send an email requesting for a price of the product that you wish to buy, this can initiate a lead and create a task to the appropriate person/group.
Configure Email Trigger
- To configure email trigger follow below steps
- After you log in to the Process App, it lands you on the Flow tab.
- On the right pane, click Email under Triggers.
- On the Email Trigger window, configure the following details:
- Email address to trigger – by default, the process app name would be considered as trigger email address, however, you can edit the email trigger name to your choice
- The domain of the email trigger will remain static and cannot be changed
- You can add the email trigger with/without a condition
- If you want the process app to be triggered only if the email contains certain keywords you could do that.
- For e.g. Trigger only if subject contains “Enterprise”
- In this case whenever an email is received to the email address chosen above in step 4a, the process app will check if the subject line of the email has Enterprise, and if yes, the process app is triggered.
- You can add multiple conditions as per your business need
- If you want the process app to be triggered only if the email contains certain keywords you could do that.
- Email address to trigger – by default, the process app name would be considered as trigger email address, however, you can edit the email trigger name to your choice