Email by Zapier + Workflowsoft integrations
Start Workflowsoft processes for new inbound emails
Use this template to start a Workflowsoft process when your receive a new inbound email. This is the most common use for handling your customers' requests, such as purchase orders or support requests. After the customer sends you an email, the Workflowsoft process starts, in which your employees will go through a step-by-step procedure to fulfill the customer request.
- When this happens...New Inbound EmailTriggers when an email is forwarded to your own custom zapiermail.com address.
- automatically do this!Start ProcessThis action starts a new process in Workflowsoft
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More things you can do with Email by Zapier and Workflowsoft
Discover other triggers and actions you can use with Email by Zapier and Workflowsoft
- Account_wide_copy
- Email address type
Try ItTriggerInstant- Zap_id
- Free_test_limitation
- ToRequired
- SubjectRequired
- Body (HTML or Plain)Required
- Attachment
- From_name
- Reply_to
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
ActionWrite- Process NameRequired
- Integration Step NameRequired
- Integration Step IDRequired
ActionWrite- Process NameRequired
- Process Starter
ActionWrite
- Setup Directions
Try ItTriggerInstant- Process NameRequired
- Integration Step NameRequired
Try ItTriggerPolling- Task NameRequired
- CreatorRequired
- Task Description
- Assignee
- Files
ActionWrite- Directory NameRequired
ActionWrite
Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.)
Have direct access to your own email servers? Check out our IMAP and SMTP services!
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