Menu

How to create full set of workflows mirroring vtiger mailscanner?

SupportCategory: Workflow DesignerHow to create full set of workflows mirroring vtiger mailscanner?
somsak6som asked 48 years ago

Spent a lot of time trying to make the same as I can do in vtiger core mailscanner but it not works well I think.

Pleasae help me and point me to workflow what will completly simulate vtiger core mailscanner so:

  • attach email with attached files to contact/organization/ticket/project/etc (form/to contact/organization etc)
  • create ticket (this explained in website but needs below updating ticket improvement)
  • update ticket attaching files to all comments (converted from email, or attached in CRM/portal)
  • create contact/organization/lead etc

Maybe you can set example workflow(s) on test CRM?

Simone Travaglini replied 8 months ago

Hi sorry for delay.
I think you can do everythings you asked for.
1 – to attach email you can use specific block of workflow designer called STORE EMAIL TO RECORD
2 – What’s not clear in our blog article?
3 – not clear
4 – very easy you can use CREATE RECORD BLOCK, it’s also explained in our blog article.

By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close