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  • Create And Assign Contact - Email To Case

    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.

  • #2
    Hello
    You can create a workflow after case created if Inbound Email is not empty, action - Create related Entity - contact or primary contact

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    • #3
      Hi Tanya,

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

      Best regards.

      Comment


      • #4
        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

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        • #5
          Hello Peter.

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

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          • #6
            Thanks.
            Unfortunately the code does not work.

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            • #7
              Weird.
              I just tested it and it works. But I do it not with workflow, but in Formula in Entity Manager

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              • #8
                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?

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                • #9
                  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?

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                  • #10
                    Not sure, but you could try to use inboundEmail.fromString

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                    • #11
                      it does not work. inboundEmail.fromString is not in list of Attribut

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                      • #12
                        Case has no access to email, which affected to its creation. Only from email you can reach case, but not in other direction

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                        • #13
                          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.‚Äč

                          Comment


                          • rabii
                            rabii commented
                            Editing a comment
                            you need advanced pack to do it using a workflow.
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