M-Files Email Processor

Automate your inbox

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.

A stand-alone rule based application designed for most common scenarios when integrating e-mail with M-Files. Allows the configuration of 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.

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

email automation process

Features

Rich set of integration options.

object creation M-Files

Update M-Files on received email

  • Update requires process to select which object ID needs to be updated
  • Automatically save e-mail conversation into selected object

Object Creation & Update

Create M-Files object on received email

  • Remove email from inbox after import
  • Mark e-mail as read
  • Create Multi-File object
  • Upload original email that triggered process
  • Extract attachments from email 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
  • Automatically save e-mail conversation into selected object

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
object creation M-Files

Advanced E-mail 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

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.

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.

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 E-mail Replies

Once object is created or updated as part of a process, user can configure automatic e-mail 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}).

automatic emails

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

Frequently Asked Questions

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Organize your inbox with M-Files Email Processor

Try it for free.