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The email inbox feature enables cards to be created automatically when cards are received in each pipe's exclusive email address. Setting it up is really easy, here's what you need to do:
1. Start by opening the form (clicking in the + icon in the lower right corner of the screen), then clicking on the 3 dots in the upper right corner of the form and selecting 'create cards via email'.
2. In the ‘advanced options’, click on the checkbox next to 'email inbox' to enable it.
3. After you check the box, a few options will be displayed on your screen:
4. All you have to do now is match the information in the email to your pipe's start form fields.
You need to have specific types of field in your form to properly match the information:
- Sender name, recipient, cc and subject: short text;
- Sender email address: email;
- Body: long textl
- Attachments: attachment.
After you’re done with matching your fields, just save it and you’re be good to go.
Each of your pipes comes with a unique email address to which emails must be sent to create cards.
If you wish to use your custom domain address though, it won’t be a problem. All you have to do is set it up to redirect the emails to the pipe's address.
Most email services out there offer you the option to forward emails to another address. All you need to do is create an account with the address you wish (such as [email protected]) and setup all incoming e-mails to be forwarded to the e-mail address Pipefy provides you.
Here are some links to how to setup email forwarding on a few popular email provider: