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Start an automation when an email arrives

The trigger An email arrives runs when someone writes to one of your connected mailboxes. You can limit it to a mailbox, a sender, or words in the subject.

5 min
Before you start · 1 thing · for owners and managers
A connected mailbox

Steps

1
Choose the trigger An email arrives.
2
Under Which inboxes?, choose the mailboxes, or leave Any inbox for all of them.
3
Optional: turn on New conversations only, to leave out the replies inside them.
4
Optional: to narrow it by the sender or the subject, add rules in Settings → Only records that…, such as Email Subject contains “quote”.

What doesn’t trigger it

Old email on the first connection, email older than the mailbox connection, email you sent, drafts, spam, deleted email, automatic replies, out-of-office messages, and newsletters.

Each email triggers the automation only once.

The linked record

The automation runs on the first record Corteksa linked to the sender. An unknown sender runs without a record.

An action that reads or writes the record needs mailboxes linked to the unit, so each email is linked to a record.

Conditions and variables

Conditions on the sender’s email and name, the subject, the body, the mailbox, and the message language. Variables: {{email.subject}}, {{email.from}}, {{email.from_name}}, {{email.body}}, {{email.to}}, {{email.mailbox}} and {{email.received_at}}.

If something goes wrong

What you see
Why
What to do
“The mailbox doesn’t file emails on this unit”
An action needs a record, and the mailbox isn’t linked to this unit.
It didn’t run for an automatic reply
Automatic replies and newsletters don’t trigger it.
This is on purpose.

A real example

Shield Security Co.
The situation

Quote requests by email got lost among other messages.

What they did
  1. The trigger An email arrives on the sales mailbox, new conversations only, with a subject that contains “quote”.
  2. A reply in the same conversation: “We got your request and will send the quote within one working day.”
  3. A Notify a team member step for the sales manager.
The result

No request gets lost, and the client knows their request arrived.

A made-up company, to show the idea. The numbers are rounded.

Good to know

Once per email.
There’s no estimate of the expected number of runs for this trigger.
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