Email rules: Main operation

Main operation is the second block in the rules for processing emails, which you must fill out when creating a rule. The main action determines what Planfix should create from emails received: a task, comment, or contact:

 

Create a task using template

With this option, a task will be created from the email, using the selected template:

 

The list of templates contains all task templates in the account, as well as the assigner's default template. The option Don't use this template with overlapping rules allows you to manage template selection should there be overlapping rules.

 

Create a contact using template

With this option, contact will be created from the email, using the selected template:

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  The list for choosing a template contains all contact and company templates in the account. Below the list of templates is an option for system behavior should the new contact already exist in the system:

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  The search method for finding existing contacts is selected separately:

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  In a separate section, indicate the infoblock that contains the search data for the contact. Below is a sample search across existing contacts by number:

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  The logic, in this case, is as follows: the system searches for a contact where the value in the "Contact number" field equals the value stored in the "Contact number" infoblock. If such a contact exists, any further operations will be performed using this contact. If there is no contact with this number in the system, a new contact will be created, their "Contact number" field will be populated from the infoblock, and further operations will be performed using this new contact.  

Add a comment to an existing task

This option allows you to find the desired task and add a comment to it containing the body of the email:  

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  There are two ways to search for the desired task: select a specific task from a list of existing tasks in the account, or select a task based on a match between the contents of a certain task field and the value stored in an infoblock. This allows you to select a task that contains a client's email address in its name, with the email address extracted from the email and stored in the "Email address" infoblock:

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  You can also specify what should happen if no task is found that meets the condition:

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Go To

• Creating and editing rules
• Rules for creating tasks by email
• Feature Description