Virtual email addresses: Difference between revisions

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Planfix gives you the ability to create virtual email addresses for receiving and processing email in your account.
Planfix allows you to create virtual email addresses for receiving and processing emails in your account. These email addresses aren't intended for sending or reading emails. They're used to create tasks from received emails for further processing automatically.
 
==Creating virtual emails==
These email addresses aren't intended for sending or reading emails. They're used to automatically create tasks from emails received, for further processing.
*Account administrators can create new virtual email addresses.
 
*An account administrator can create a new virtual email address.
Account administrators can create new virtual email addresses.
*To create a virtual email address, go to the '''Account management — Email Virtual email addresses''', and click the "New email address" button.
 
*The new address consists of any chosen name and the account's domain.
Creating a virtual email address is done in '''Account Management / Email / Virtual email addresses''':
==Email processing rules==
 
*You can edit existing rules or create [[Creating and editing rules|new ones for processing emails]] sent to this address by clicking the address.
 
https://pic.planfix.ru/pf/Bn/otGlzs.png
 
 
Using the '''New address''' button:
 
 
https://pic.planfix.ru/pf/hG/28FGQN.png
 
 
A new address consists of any given name and the account address:
 
 
https://pic.planfix.ru/pf/Tr/GrSMf3.png
 
 
Click on an address to '''edit''' existing rules for processing emails, or '''create''' new rules:
 
 
https://pic.planfix.ru/pf/g0/l4lLS3.png
 
 
'''Please notice:''' creating virtual email addresses is only available with paid and premium plans.
 


==Additional information==
==Additional information==
If you receive emails through a virtual email address and have an automated response enabled for a user who sets a new task by email, then:
If you receive emails through a virtual email address and have an automated response enabled for a user who sets a new task by email, then:
*the automated response will be sent from the virtual email address
*the automated response will be sent from the virtual email address
*the text you enter in the '''Description''' will be added as the sender name in the email:
*the text you enter in the '''Description''' will be added as the sender name in the email:
https://pic.planfix.ru/pf/9t/Wnltux.png


== Go To ==
== Go To ==
*[[Rules for creating tasks by email]]
*[[Recommendations for using external email addresses]]
*[[Work in Planfix by means of email]]
*[[Work in Planfix by means of email]]

Latest revision as of 13:41, 14 October 2025

Planfix allows you to create virtual email addresses for receiving and processing emails in your account. These email addresses aren't intended for sending or reading emails. They're used to create tasks from received emails for further processing automatically.

Creating virtual emails

  • Account administrators can create new virtual email addresses.
  • An account administrator can create a new virtual email address.
  • To create a virtual email address, go to the Account management — Email — Virtual email addresses, and click the "New email address" button.
  • The new address consists of any chosen name and the account's domain.

Email processing rules

Additional information

If you receive emails through a virtual email address and have an automated response enabled for a user who sets a new task by email, then:

  • the automated response will be sent from the virtual email address
  • the text you enter in the Description will be added as the sender name in the email:

Go To