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Create new cards from received emails
Create new cards from received emails

Set up your Pipefy's Email Inbox to automatically create cards in a pipe whenever you receive an email.

Ian Castelli avatar
Written by Ian Castelli
Updated over a week ago

Estimated reading time: 3 minutes

The email inbox feature allows cards to be created in a pipe automatically when emails are received by the pipe email address.

This way, you can receive messages as cards directly in your process. With Shared Inbox, you can view and manage email more efficiently, with visibility and greater centralization of information.

To set up your email inbox work properly, you need to follow these steps:

1. Create an appropriate form

Create or edit your form with fields that later will be combined with email fields (such as sender, recipient, subject, attachment, etc.).

To create a form, click the Form button in the pipe header and then Edit. Next, drag and drop fields to the form. You need to have specific types of fields on your form to properly match the information with emails:

  • Sender name, recipient, cc, and subject: short text

  • Sender email address: email

  • Body: long text

  • Attachments: attachment

2. Match form fields with email fields

Once the form has been edited properly, it's time to set up the equivalent fields in the email. To do so, click on the Email button in the pipe header.

Here, click on Email Settings on the left side menu. This is where you will enable the pipe address (click the button to enable it) and make the other adjustments. If you want to learn how to redirect an external email address to the pipe email, click here.

Click on the Advanced Options button to open the email fields menu. Here, you just have to match which form fields represent the email fields.

Click on Save and the configuration is finished!

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