Create And Assign Contact - Email To Case

[Pablo]

Hi,

It has been some weeks since we are testing a way to create and assign a contact when an email to case is used.

We are using EspoCRM as our ticket manager but we don't have all the contacts registered in our database and it's a little tricky to do it manually.

Is there any way to create and assign a contact when email to case is being used? Maybe a formula or workflow?

Thanks.

[tanya]

Hello
You can create a workflow after case created if Inbound Email is not empty, action - Create related Entity - contact or primary contact

[Pablo]

Hi Tanya,

Thanks a lot for your reply. We will try the workflow and get back to you.

Best regards.

[peterberlin]

hello,
we want to create a workflow that fills a field of the ticket when creating a ticket by e-mail.
The following code does not work. Can you give me some advice?

ifThenElse(entity\isNew() && inboundEmail.createCase == true,description='siehe E-mail');

peter

[tanya]

Hello Peter.

Try this formula ifThenElse(entity\isNew() && inboundEmailId, description='siehe E-mail');

[peterberlin]

Thanks.
Unfortunately the code does not work.

[tanya]

Weird.
I just tested it and it works. But I do it not with workflow, but in Formula in Entity Manager

[tanya]

Also check Conditions. Possible they don't allow to run actions.
By the way, where did you paste this formula: in Conditions section or in Update Target Entity action?

[peterberlin]

Thank you very much for the quick help!

I had entered formula in the Condition section.
Now the code works (Formula in Entity Manager).
Is there a variable that contains the text of the e-mail?

[tanya]

Not sure, but you could try to use inboundEmail.fromString

[peterberlin]

it does not work. inboundEmail.fromString is not in list of Attribut

[tanya]

Case has no access to email, which affected to its creation. Only from email you can reach case, but not in other direction

[concept]

good morning,
I added a group email account to use Email-to-Case.
When an email arrives that is not associated with any contact, the case is not created.
How can I register the contact automatically when I receive an email and subsequently generate a case ?
I'm currently using v 7.1.11
Thanks.

[rabii]

you need advanced pack to do it using a workflow.