Create Lead for Case from Email

[tzn1]

When the system receives an email, a case automatically created. But if the email address is not in the system, I want to create a lead with the details from the email (sender first/last name, email address).
I am trying the workflow but no luck.

Any help would be appreciated.

[roma]

Hi,
Maybe you'll find something useful here:

https://forum.espocrm.com/forum/general/28991-create-and-assign-contact-email-to-case

https://forum.espocrm.com/forum/general/12674-case-to-lead

https://github.com/espocrm/documentation/blob/master/docs/development/hooks.md

[tzn1]

Hi,
Maybe you'll find something useful here:

https://forum.espocrm.com/forum/general/28991-create-and-assign-contact-email-to-case

https://forum.espocrm.com/forum/general/12674-case-to-lead

https://github.com/espocrm/documenta...pment/hooks.md

Thanks but I already seen those. Those threads have no information regarding my questions, already checked those things. The documentation is very very poor so we are unable to figure out which fields to use, how to debug it etc.

Any help would be appreciated.

[yuri]

1. You need to create formula function that will check if lead exists.

1.1. Create a file: custom/Espo/Custom/Core/Formula/Functions/MyCustomGroup/RecordExistsType.php

<?php

namespace Espo\Custom\Core\Formula\Functions\MyCustomGroup;

use \Espo\Core\Exceptions\Error;

class RecordExistsType extends \Espo\Core\Formula\Functions\Base
{
    protected function init()
    {
        $this->addDependency('entityManager');
    }

    public function process(\StdClass $item)
    {
        if (!property_exists($item, 'value')) {
            throw new Error();
        }

        if (!is_array($item->value)) {
            throw new Error();
        }

        if (count($item->value) < 3) {
            throw new Error();
        }

        $entityType = $this->evaluate($item->value[0]);

        $whereClause = [];

        $i = 1;
        while ($i < count($item->value) - 1) {
            $key = $this->evaluate($item->value[$i]);
            $value = $this->evaluate($item->value[$i + 1]);
            $whereClause[$key] = $value;
            $i = $i + 2;
        }

        return !!$this->getInjection('entityManager')->getRepository($entityType)->where($whereClause)->findOne();
    }
}

1.2 Create a file custom/Espo/Custom/Resources/metadata/app/formula.json

{
    "functionList": [
        "__APPEND__",
        {
            "name": "myCustom\\recordExists",
            "insertText": "myCustom\\recordExists(ENTITY_TYPE, ATTRIBUTE, VALUE)"
        }
    ],
    "functionClassNameMap": {
        "myCustom\\recordExists": "\\Espo\\Custom\\Core\\Formula\\Functions\\MyCustomGroup\\RecordExistsType"
    }
}

1.3. Clear Cache at Administration.


2. Create a workflow rule for Email entity type with trigger After Record Created.



Condition Formula:

string\contains(targetEntity\attribute('to'), 'EMAIL_ADDRESS_OF_YOUR_EMAIL_ACCOUNT')
&&
!myCustom\recordExists(
    'Lead',
    'emailAddress',
    targetEntity\attribute('fromAddress')
)