Inbound email
Use the inbound email to receive and process incoming emails from external systems or users.
Accounts
Use Accounts to process inbound emails from external sources and users. On selecting Accounts under Inbound email, a list of existing accounts shows up. Select Add an account to create a new account.
| Field | Description |
|---|---|
| Name | Name of the account |
| Type | States the type of account. It can either be POP3 or IMAP. |
| Authentication | States the authentication method of the account Note: Authentication is a mandatory field |
| Server | Remote server to which this account connects. To activate a server for an on-premises installation, enter the full address (FQDN) of the node (for example, node.customerdomain). Note: Server is a
mandatory field |
| Username | Username used to create the account Note: Username is a mandatory field |
| Password | Password used to set up the account Note: Password is a mandatory field |
| Connection Security | Type of secure connection. Choose a setting:
|
| Port | Connection TCP port. |
| Active | Optional checkbox to create an active account |
| Enable Debug Logging | Option to create node logs for the raw data that is exchanged with the email server. You can review the node logs by navigating to . |
Select Export to export the accounts on to an Excel, CSV, JSON or PDF. You can then select the delivery type either through download or email.
Properties
Manage the behavior of incoming emails with Properties.
- Inbound sending and delivery options: You can enable receiving emails and can also enable auto-create users from trusted domains
- Inbound recognition and trusted domains: You can setup conditions for the following:
- How to detect an email reply
- How to identify a forwarded email
- Which domains should be trusted
Note:
Select Save to save the recent property settings. You can also undo the most recent change by selecting Undo. By selecting Undo, the values are reverted back
to the most recent saved values.
Actions
Email actions determine how and when the system responds to service requests. On selecting Actions under Inbound email, a list of existing actions shows up. Select Add an action to create a new action.
| Field | Description |
|---|---|
| Name | Name of the action |
| Target table | Select the table where the action adds or updates records. |
| Active | Optional checkbox to create an active action |
| Action type | Type of the action. Select the type of action the instance takes. Select Record Action to modify a record in the instance, or select Reply Email to have the instance send an email back to the source of the inbound email. |
| Stop processing | Optional checkbox to help prevent the system from running additional inbound email actions after this action runs. |
See Inbound email configuration for more information.