JSONPath

Emails sent to Planfix can be parsed using JSON. JavaScript Object Notation is a format for storing and exchanging information available as human-readable text.  There are two main elements in a JSON object: the key and the value.  

Example

{"city":"New York", "country":"United States"}

• keys — city and country;
• values — New York and United States

Planfix can parse emails in this format and add the relevant data to infoblocks. The JsonPath library is used to do so.  

Example

An email is sent to Planfix with JSON:

{ "firstName": "John", "lastName": "Smith", "address": { "streetAddress": "10 Main Street, Apartment 101", "city": "Pleasantville", "postalCode": 10101 }, "phoneNumbers": [ "812-123-1234", "916-123-4567" ]

}

 

Let's say we need the following data from the JSON:

{ "firstName": "John", "lastName": "Smith", "address": { "streetAddress": "10 Main Street, Apartment 101", "city": "Pleasantville", "postalCode": 10101 }, "phoneNumbers": [ "812-123-1234", "916-123-4567" ]

}

 

• We would configure the following rule for processing emails:

• Next, we create a new client using the template, indicate which infoblocks to set from which fields, and add the contact to the task created from the email:

• As a result, the necessary data from the email in JSON format was transferred to Planfix:

Go To

• Email rules: Extracting data
• Creating and editing rules
• Rules for creating tasks by email
• Feature Description