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Email Integration - Overview

Email integration allows an email received outside of the application to be imported to a specific assignment within the application.  A specific process is used to accomplish this: Email will be rec

Updated over 2 weeks ago

Email integration allows an email received outside of the application to be imported to a specific assignment within the application. A specific process is used to accomplish this:

  • Email will be received by individual in their inbox. This utilizes the Email Integration Tag. To know more about this, checkout this article.

  • The email to be imported to the application has a tag added (or contains one if the email originated with the tag already imbedded in the email)

  • The email is forwarded to a specific/unique email box that is used only for email integration.

  • The specific/unique email box is automatically swept and the email is imported or if import validation fails an error email will be provided to the sender.

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