Creating Email Triggers

An email trigger initiates a new task whenever an email message matching a specified filter is received.

To create an email trigger:

  1. Enter the settings required to access the incoming email server and account

  2. Enter mailbox credentials:

    To select a credential from the credentials vault: Select From vault. Select a credential from the list.

    Working with Microsoft Office 365 new authentication method?

    You can set the Application ID and Tenant/Object ID directly into the Credentials Vault settings in the Admin.

    Read more about Working with Microsoft 365 Exchange and Modern Authentication

    • To add credentials manually: Select Manually. Enter the User name, the Password, and the Domain

      For Microsoft Office 365 new authentication method: Insert the Tenant ID and Application ID of the Microsoft Exchange (retrieve from Microsoft Azure > Email application )

      • Tenant ID (Objec tID) is a sensitive information and is encrypted

      • Application ID is not sensitive information isn't encrypted

      • Once IDs are entered, they cannot be removed - only edited. To remove the IDs, you need to delete the trigger and re-create it.

        • Read more about Working with Microsoft 365 Exchange and Modern Authentication

  3. (optional) If the mailbox is shared:

    • Select Use Shared Mailbox

    • Enter the shared mailbox name

  4. (Required) Enter the folder name of the folder that is monitored for incoming mail messages

    NOTE: This is the folder on the email server that will be monitored for messages matching the other email filter requirements. Generally, the name of this folder is Inbox (or a translation of Inbox), but it can vary based on email server/account configuration.

  5. Set additional filters for the messages to be monitored:

    1. (Optional) From: The email address from which the message must be sent

    2. (Optional) To: The email address to which the message must be sent

    3. (Optional) Subject contains: A word or a phrase that the subject of the message must contain

    4. (Optional) Body contains: A word or a phrase that the body of the message must contain

  6. (Optional) Has attachments:

    • When this box is checked, a message must include attachments in order to cause the trigger to initiate a new task

    • If left unchecked, any message matching the other filter requirements (whether or not it includes attachments) will cause the trigger initiate a new task