Workflow automation for received emails
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A great feature for the future would be a workflow automation, which creates a new activity once an email with a predefined subject is received. The predefined subject would be easy to implement, since a template can be used for the email sent. Email sent and email received will then have the same subject and the activity will be triggered.
An imaginable use case: email with subject "Contract" is sent to customer. Customer sends back signed contract by replying to mail with subject "Contract". Activity to check contract is created automatically.
Comments
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You may be able to set this up with Zapier
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Thanks for sharing @Conrad I've passed it on internally. As Boris said Zapier could help you workaround this at the moment already.
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Hi, any update on a trigger by incoming email? This would be a great feature
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Mike van der Valk said:
Thanks for sharing @Conrad I've passed it on internally. As Boris said Zapier could help you workaround this at the moment already.
Any idea how to do this with Zapier?
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