Trigger a Process Based on an Incoming Email

The trigger a process based on an incoming email allows you to automatically trigger an AgilePoint process based on an incoming email.

To trigger an AgilePoint process based on an incoming email:

  1. From the Incoming Email section, click the Add button. The Inbound Email Event Configuration page appears.
  2. Complete the fields as described in the following table:
    Field Name Definition
    Description

    A free text description of the email trigger.

    Domain

    Your email authentication domain.

    User Name

    The user name for your email server.

    Password

    The password for your email server.

    Email Subject

    A custom attribute that contains to the subject of your email. When the email account specified receives an email, the data associated with this attribute is stored. It can then be referenced in the process using the specified custom attribute.

    Sender

    A custom attribute that contains to the sender of your email. When the email account specified receives an email, the data associated with this attribute is stored. It can then be referenced in the process using the specified custom attribute.

    Mail Body

    A custom attribute that contains to the body of your email. When the email account specified receives an email, the data associated with this attribute is stored. It can then be referenced in the process using the specified custom attribute.

    Mail Server

    Your email server type.

    Exchange Server Name

    The URL for your email server.

    Process Template

    The process template for which you want the email trigger to create a process instance.

    Enable this schedule

    When selected, indicates that the email trigger is active.

  3. When you have finished, click OK.