Financial Services Creatio, lending edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

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 btn_com_email_tab00004.png button on the communication panel.

2.Select the email to run the business process by.

3.From the btn_email_menu.png menu, select the process to run by the current email (Fig. 1).

Fig. 1 Running a process by email

scr_emails_act_start_process.png 

As a result, the business process will be run by the selected email.

Note

To display the business process in the btn_email_menu00005.png 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

How to process emails

How to set up a personal mailbox

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