1.Watches inbox folder for new emails
Integrate Microsoft Office 365 and email intake workflows to capture sender, subject, body, and sent timestamp to map them into request fields.
When new support emails land in an inbox folder, delays can slow triage and same-day assignment. This automation watches inbox messages, cleans and normalizes the request text, and creates standardized entries in Cognito Forms—so your team can act immediately.
Integrate Microsoft Office 365 and email intake workflows to capture sender, subject, body, and sent timestamp to map them into request fields.
Integrate Formatter by Zapier and text normalization tools to strip HTML and normalize line breaks to prepare cleaned request text.
Integrate Formatter by Zapier and text cleaning tools to remove warnings and common boilerplate to finalize the request description.
Integrate Cognito Forms and request form systems to create an entry, mapping description, title, source, and timestamp to store the request.
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Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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