E-mail (IMAP/SMTP)¶
Configuration¶
integration:
name: "EmailIntegration"
type: "email"
imap:
host: "imap.example.com"
port: 993
security: "SSL"
username: "{env:EMAIL_USER}"
password: "{env:EMAIL_PASS}"
folders:
- "INBOX"
- "INBOX/Support"
smtp:
host: "smtp.example.com"
port: 587
security: "TLS"
username: "{env:EMAIL_USER}"
password: "{env:EMAIL_PASS}"
processing:
# Automatically create a lead from email
rules:
- condition:
from: "*@customer.com"
subject: "contains:Service"
action:
createEntity: "Lead"
mapping:
name: "{subject}"
source: "Email"
description: "{body}"
emailAddress: "{from}"
- condition:
to: "support@company.com"
action:
createEntity: "Case"
mapping:
name: "{subject}"
description: "{body}"
Processing rules¶
| Condition | Description |
|---|---|
from |
Sender address (wildcard *) |
to |
Recipient address |
subject |
Subject (contains:, starts:, ends:) |
body |
Email body |
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