Connect email with M-Files and automate email communication
A stand-alone rule based application designed for most common scenarios when integrating email with M-Files.
Set up rules
Automate object creation or update
Start a workflow
Filter and classify emails
Work more efficiently
M-Files Email Processor allows the configuration of rules and exceptions under which email will be stored.
You can create new or update existing M-Files object and map fields from email into object properties. Creating an object can be followed by automated email reply containing information from created or updated M-Files object.
Object Creation & Update
Create M-Files object on received email
- Remove email from inbox after import
- Mark email as read
Create Multi-File object - Upload original email that triggered process
- Extract attachments from email and upload
- Map email parts to object properties
Update M-Files on received email
- Update requires process to select which object ID needs to be updated
- Automatically save email 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.
Automatic Email Replies
Once object is created or updated as part of a process, user can configure automatic email reply. Reply email can contain fields from newly created M-Files object (e.g. result of a workflow) in Subject or Body.
Email can be sent to:
- contacts which are not part of M-Files
- original sender only
- all email addresses from original mail
- additional email addresses
Subject field can be left as original or composed (e.g. Subject: {original subject} *ref#-{object-id}).
Organize your inbox with M-Files Email Processor
Note!
This product is out-of-support. A free trial gets you a non-production licence valid for one process.
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