Email Parsing Rules
We get many emails daily from various software solutions we run for our clients. Example: 3CX Alerts, SentinelOne Alerts, AFI Backup Alerts.
These emails come from a single no-reply email address, and information about which client it relates to is in the body of the email.
I feel this is a 2 part request.
Add the ability to parse the email body for a particular string that can be compared to a custom field entry on a contact/company.
For example, our backup software contains a string in the body that reads "Google Workspace domain: domainname.com"
CONDITIONS
Ticket Field: Ticket Body, Operator: Contains, Expected Value: "string"
ACTION
Action Type: Match to Client, Related Field/Email Template: Condition Matches Custom Field Value
The above result will link the ticket to the contact that has the custom field set and matches the condition.Actions
Add another option to Action Types to Auto Close a ticket if the above and another string in the email body match.
I hope this makes sense to all. I have created some screenshots to help make this a little clearer.
Saved to Shared Google Drive: https://drive.google.com/drive/folders/1yNelgZryRWtVYCWV87EJ2M7qLpDvOxlw?usp=sharing