1.Monitor new email in inbox
Integrate Microsoft Outlook, inbox adapters, and email systems to capture incoming RFI messages and map sender, subject, body, and attachments.
Create investigation cases from incoming RFI email messages
Automatically monitor new email messages across Microsoft Outlook, Formatter by Zapier, Zapier Tables, Webhooks by Zapier, and Code by Zapier. Create and update when RFI emails arrive, parsed reference tokens match, or attachments are included—so you can parse content, match cases, and attach files without manual triage.
How this automation accelerates RFI triage
When new RFI email messages arrive, delays can stall investigation work and analyst triage. This automation parses the message, finds the right case record, and updates case communications and files—so your team can act quickly.
Microsoft Outlookor swap with your favorite app
2.Parse subject into case reference
Integrate Formatter by Zapier, text processing tools, and normalization services to extract a case reference and clean message content.
Formatter by Zapieror swap with your favorite app
3.Find matching investigation record
Integrate Zapier Tables, table lookups, and case databases to search for a matching case reference and retrieve the case ID.
Zapier Tablesor swap with your favorite app
4.Update existing case via API
Integrate Webhooks by Zapier, API endpoints, and case update systems to conditionally send cleaned communication content to the matched case.
Webhooks by Zapieror swap with your favorite app
5.Upload attachments and post file IDs
Integrate Code by Zapier, file handling tools, and webhooks to download email attachments and create or update case records with file IDs.
Code by Zapieror swap with your favorite app
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Convert support emails into trackable tickets with automated ticket creation, priority routing, and record updates
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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