Hello Community,

What is the standard way to achieve the following?

We have a list of mailboxes, each associated with different case categories. 

We would like to automatically send a standard reply—such as "Your request is under review"—when the first email (i.e., case registration) arrives in the mailbox.

Any guidance or best practices would be appreciated.

Sasor

Like 0

Like

1 comments

Hello,

To achieve automatic replies on the first incoming email to your mailboxes, we can suggest to create a business process based on the out-of-the-box "Send Email to Case Contact" business process.

You can take the existing process that’s already in the system as a template and customize it to fit your needs—such as sending a standard reply like "Your request is under review" when a new case is created from the first email.

This way, you leverage the built-in functionality and adjust it to your specific scenario.

Thank you!

Show all comments

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

Like 0

Like

2 comments
Best reply

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

Show all comments

Hi,

I am setting up automatic case registration through email. I have configured my mailbox and added it to the lookup "List of mailboxes for case registration." However, when I send an email to the configured address, only an activity is created—no case record is generated.

I also logged the "Incoming email registration process" business processes script task, and I noticed that the caseId is returning as 00000000-0000-0000-0000-000000000000.

Are there any additional features, system settings, or lookups that I need to configure for this to work properly?
I have shared a screenshot showing how the Activity appears in my communication panel.
 However, it is not being registered as a Case.
Could you suggest a solution for this?

Regards,
Mahalaxmi Ganesan

Like 0

Like

1 comments

Hi team,

I have identified the issue. It was caused by the lookup 'Blacklist of email addresses and domains for case registration', where certain domains or email addresses get blacklisted under specific conditions. If you encounter a similar issue, be sure to check this lookup.

Show all comments