Associating a Mailbox with a Specific Section (e.g., Orders/Leads)
Hello Community,
Is it possible to associate a specific mailbox with a section, such as Orders or Leads?
We’re looking to replicate the same logic used in Case Registration,where an incoming email to a designated mailbox automatically triggers the creation of a new case.
In our case, we’d like to apply this to Orders and Leads. That is, when an email is sent to a specific mailbox, a new order would be automatically created.
Is this functionality available, or are there any recommended workarounds?
Sasor
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You can use the object EmailMessageData (Title "Email message") to know which mailbox (or mailboxes) an email (Activity) is from. Emails are Activity records, but each mailbox connected to Creatio that the email is located in will have a record in EmailMessageData to tie the email to the mailbox.
One approach would be to have a process listening for Activity added with Type=Email that exist in the mailbox you're monitoring.
Then you do whatever is needed such as create a record in your section. The EmailMessageData object also will let you know if the email is a part of a thread. Then you could use that to determine you need to just add this new email to an existing record vs adding a new record, etc.
Ryan
You can use the object EmailMessageData (Title "Email message") to know which mailbox (or mailboxes) an email (Activity) is from. Emails are Activity records, but each mailbox connected to Creatio that the email is located in will have a record in EmailMessageData to tie the email to the mailbox.
One approach would be to have a process listening for Activity added with Type=Email that exist in the mailbox you're monitoring.
Then you do whatever is needed such as create a record in your section. The EmailMessageData object also will let you know if the email is a part of a thread. Then you could use that to determine you need to just add this new email to an existing record vs adding a new record, etc.
Ryan
Hello Ryan,
Thank you for the recommendation. I tried this approach,
but the Business Process wont trigger when an email comes to the specified Mailbox.
I checked from Sql Console the related tables, and the Id that Im utilizing is correct.
But still the Process wont trigger.
Sasor