How to run a business process by email
You can set up the list of business processes involved in the email management. For example, if a customer expresses interest in your products in his email, a new lead has to be created, if the email contains a request or a question, the system has to register a case.
Note
Detailed descriptions of the business process automation is available in the Creatio business process documentation.
To run a business process by email:
1.Click the 
button on the communication panel.
2.Select the email to run the business process by.
3.From the 
menu, select the process to run by the current email (Fig. 1).
Fig. 1 Running a process by email
As a result, the business process will be run by the selected email.
Note
To display the business process in the 
menu of the email, add the “Email Process” tag, as well as a parameter with the ”RecordId” code and the [Unique identifier] data type in the business process parameters (see business process documentation for more information).
You can change the tag using the “Email processes tag“ (EmailProcessTag) system setting.
See also
