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mail scanner / associate with Account
#1
Hello, I would like with the mail scanner to be able to generate tickets on specific emails, according to the subject content and the sender. This I could already achieve, I generated as many tickets as I have emails with these conditions. The problem is that now I would like to generate that each ticket is associated with an account. To be able to match there is a custom field that is both in table account and in the body of the email. It is a numeric ID. So far I can generate as many rules in mail scanner as accounts I have. or as many workflows as accounts you have. Is there a way to generate only one and that the workflow for example goes through all the accounts and when it finds a match in the custom field, associate that ticket to that account?
Thanks
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mail scanner / associate with Account - jmery24 - 02-26-2021, 06:55 PM

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