SimpleOne provides two-way interaction via email:
- sending notification emails about what happens in the system (including announcements, events, and updates of records and tables)
- automatic execution of actions in the system depending on incoming emails.
In SimpleOne, email processing can be automatic within the system without third-party applications.
In the following article, you will learn:
- How to configure email accounts.
- How to create automatic actions in the system (updating or creating records in specified tables) depending on the email you received (its body, topic, addresses, etc.).
- How to customize automatic email replies depending on values of specific records and received emails.
- How to notify users about what happened within the system.
Email Accounts
First of all, create necessary email accounts. It can be a pre-configured account with the IMAP protocol (for receiving emails), SMTP protocol (for sending emails), and POP3 protocol (for receiving emails).
The email account configuration includes the following steps:
- Creating an email account
- Testing the connection (optional)
- Configuring default settings.
Notification rules help automatically send emails depending on the state of a specific record. Use notification rules to specify the time to send the email, the recipient, and the text of the message. Read this article to find some use cases and to learn about the notification templates, notification variables, and the process of creating notification rules.
Use inbound email actions to define procedures for the incoming emails. Depending on the incoming email type and attributes, the inbound email actions can be either automatic replies or specific records in the system. Read the article to find out about the logic, setting the actions, and see a use case of implementation of inbound email actions.
In SimpleOne Email table, you can see incoming and outgoing emails with their attachments. Sort and operate the emails according to their type and status. Outgoing messages can be set with notification rules and notification scripts. Check the troubleshooting strategy to improve your experince with the emails in this article.
