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Regarding Configure inbound email creation and updates of records

Avinash_M
Tera Contributor

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


17 REPLIES 17

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.

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?

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

 

 

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

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