Building a task which triggers when an email is received

This example will create a task which triggers when an email matching certain criteria is received. The task will extract key information from the email, query a database, format the information returned as text and email a user derived from the information on the business database.

This task is made up of 5 steps

SMTP 1(1)

Step Name Tool What it does
Email Received Event: Email Trigger (SMTP) Filters the content of incoming and outgoing mail sent via a virtual SMTP Mail Server.

Setting up an SMTP event trigger step

Extract Product Information General: Parse Text Extracts text data from a variable which has been placed in a step. The data is then mapped to other variables for use in further steps.

Extracting text information from an email using the Parse Text

Retrieve Information Input: Database Query (ODBC) Reads the database of a business system to find details to include in the alert. Variables are consumed from the previous step to create a query recordset.

Querying a database

Format Information Format: Format As Text Takes the results from the previous step and lays them out in a way that can be read.

Formatting Plain Text

Send Email Output: Send Email (SMTP) Sends an email containing the formatted information

Sending an email

To read about designing other tasks see

Task Design

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Setting up an Email Trigger (SMTP) step

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Extracting text from an email using the Parse Text Tool

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