Regarding Configure inbound email creation and updates of records
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06-26-2025 12:02 PM
Hello Team,
I have a requirement regarding inbound email updation/creation, so pls check the below requirement:
"As a user, want to ensure no records are created when inbound email is received, however updates are okay, Inbound actions, including flow actions should not be able to create records, but updating of existing records should be permitted.
Can we achieve this by creating a Flow - (as that will execute before an inbound action) and dropping any action where the email does not contain a watermark".
If the above is achievable through flow designer, could you pls give me the possibilities/steps to configure, Thanks in advance.
Thanks,
Avinash
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06-27-2025 12:38 AM
Hi Pavani,
It is not a New Message, it is a reply
I'm looking for the reply/updating the records only when we have watermark.
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06-27-2025 12:46 AM
Hi pavani,
Thanks for your reply, I'm looking for only reply/update the records through flow designer, is it doable? if it is doable could you pls guide me for the steps to create through flow designer?
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06-27-2025 01:01 AM
Hi Avinash,
Please see below steps to create a Flow
Step 1: Create a Flow
Navigate to Flow Designer → Create New Flow
Name it: Update Record from Email Reply
Trigger:Choose Email → When email is received
Steps 2: Add Condition to Check for Watermark
Set condition:Trigger → Watermark → is not empty
Step 3: Get the Target Record (e.g., Incident)
Add an action:
Lookup Record (or Get Record)
Step 4: Add Update Action
Add Action → Update Record
Record: Use the one found from step 3
Fields to update:
Comments → "Email reply: " + Trigger.Body Text
Or any other field you wish to update
Note:
Flow Designer will not block creation of a new record if other inbound email actions are active.
You must disable or restrict any Inbound Email Action that has "Create Record" to ensure new records are not being created separately.
Mark it helpful if this helps you to understand. Accept solution if this give you the answer you're looking for
Kind Regards,
Pavani P
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06-27-2025 01:19 AM
Hi Pavani,
Thanks for your quick response, I will try and If i face any challenges I'll get back, I'll let you know the results.
Regards,
Avinash
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06-27-2025 08:25 AM
Hi @pavani_paluri,
in flow designer trigger condition, I'm not getting Trigger:Choose Email → When email is received, do we need to enable any plugins in my instance Email Filters plugin is already enabled. So, can you pls give me any further steps.
Regards,
Avinash
