Advanced integration of E-mails and M-Files

Connect Your e-mail with M-Files and automate e-mail communications. Set up rules, automatize object creation or update, start the workflow and a lot more… Just by sending an e-mail.



M-Files e-mail Processor is standalone rule based application designed for most common scenarios when integrating e-mail with M-Files. M-Files e-mail Processor allows user to configure rules and exceptions under which e-mail will be stored. You can create new or update existing M-Files object and map fields from e-mail into object properties.

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We can connect M-Files and BizTalk

Additionally, creating an object can be followed by automated email reply containing information from created or updated M-Files object.


Features

Rich set of integration options which enables different scenarios


Object creation and update

  • Create M-Files object on received email
    • Remove e-mail from inbox after import
    • Mark e-mail as read
    • Create Multi-File object
    • Upload original e-mail that triggered process
    • Extract attachments from e-mail and upload
    • Map e-mail parts to object properties
  • Update M-Files on received email
    • Update requires process to select which object ID needs to be updated. Object ID can be static or read from e-mail, e.g. “Problem with disk *ref#-2324” can be saved to object 2324 of some object class by extracting ID using regex.
    • Automatically save e-mail conversation into selected object

Advanced Email Filtering

  • Conditions - Match emails that should be run in process by sender, subject, content of email or attachment.
  • Exceptions - Exceptions are negated conditions. E.g. condition can be “If email contains”. Exceptions is therefore “If email doesn’t contain”.
  • Classification - Based on defined filters and rules


Advanced object mapping

  • Extract part of email and map to M-Files object properties (e.g. Subject + Sender)
  • Use regular expression (regex) language for extracting parts of emails and map to properties (e.g. “Email [12] Subject → extract “12” )
  • User can map sender’s address, To or Cc addresses, subject, email date, text body and HTML body to any property of M-Files object.
  • Object can be mapped from email but can also be set statically as fixed value
  • Lookup properties are supported. User can read value from email using advanced parsing and map to lookup property as value of lookup or ID lookup.

Send automatic e-mail replies

Once object is created or updated as part of a process, user can configure automatic e-mail reply. Reply e-mail can contain fields from newly created M-Files object (e.g. result of a workflow) in Subject or Body.

E-mail can be sent to:

  • contacts which are not part of M-Files
  • original sender only
  • all e-mail addresses from original mail
  • additional e-mail addresses

Subject field can be left as original or composed (e.g. Subject: {original subject} *ref#-{object-id}).



Use Cases



These are just some of the use cases of our product. There are a lot more ways how advanced e-mail processing with M-Files can improve your business.

  • Support ticketing system
  • Human Resources and job applications
  • Collect all your website leads in M-Files
  • Effective finance department
  • Email conversation tracking

Contact us

Together we can improve your business.



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