JSONPath

Use the dedicated online service to debug and fix parsing errors: JSONPath Online Evaluator

You can parse incoming emails or webhooks in Planfix with JSON. 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 necessary data into info blocks using the JsonPath library. Note: If you use a function when parsing, make sure that you insert parenthesis at the end, otherwise the function will not work.

Example №1

Sending an Email with JSON Format to Planfix

• As an example, we'll use the following JSON:

{

"firstName": "Denis",
"lastName": "Evans",

"address": {

"streetAddress": "1109 SW 12th St", "city": "Newport",
"postalCode": 97365

},

"phoneNumbers": [

"1-211-906-4147",

]

}

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

{ "firstName": "Denis", "lastName": "Evans", "address": { "streetAddress": "1109 SW 12th St", "city": "Newport", "postalCode": 97365 }, "phoneNumbers": [ "1-211-906-4147" ]

}

 

• 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