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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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