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Set up inbound email to update a specific record

Scott MacLeod

Use Case: use tasks or other modules to log questions with non-sugar users, and we would like Sugar to notify the task owner that the intended recipient has replied with X response.

How do we go about setting this up?

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    Hi Scott MacLeod,

    so you want to create a notification (-email) or a task for i.e. an account manager in case of a client has created x requests via email?

    If this is correct you need to

    With SugarCRM Enterprise:

    1. create an additional calculated field on accounts or contacts that summs up the amount of cases (likely created via inbound email - standard functionality).

    2. set up an additional calculated checkbox field that is "true" if the amount of the first field is divisible without reminder by X

    3. set up a SugarBPM that send out an email to the account manager or creates a task in case of the second field is TRUE

    With Professional:

    a) build up the same with the deprecated old workflows

    or

    b) ask your partner or the community to create a logic hook

    or

    c) upgrade to enterprise

    If you need assistance on any part of the above please let me know.

    Bests

    Björn Canales Pfisterer

    Technical Support Manager

    provalida GmbH