Configure flows for incoming emails that create and update interactions

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • The default email flows are available once you activate the Email Interaction for CSM application. Enable the email flows to activate email processing for automatic creation and updating interactions.

    • Create Interaction from Email: Creates an interaction of type Email for each new inbound email from a customer.
    • Update Interaction from Email: Updates the interaction with the reply email received from the customer.

      If a reply email is received on a closed interaction, a new interaction of type Email is created. It includes the link to the previous closed interaction.

    • Update Case via Reply for EmaiI: Updates the case record with the reply email received from Customer on the case.

      This flow creates an interaction of type Email if a reply email is received on the closed case record. The new interaction includes a link to the closed case.

    Alternatively, customers can use Inbound Actions to create and update email interactions.

    The execution order of the Inbound Flows takes a higher precedence over Inbound Actions meaning that when an email flow executes, it helps prevent execution of Inbound Actions.