Indirect Email Integration

This method also uses an email to initiate an App. However, the App may have many custom fields or there may be various conditions based on which you want to decide the initial state of the item. For example, say you have a New Quote app where users can fill in what they want and you will provide a quote. This cannot be achieved by sending a "free form" email to specific address as in Direct Interface. This will be better achieved by having a web form where users can pick which product they want, any specific parts or configuration and then submit their request. The form processing script can now generate an email with all the data including custom fields and send the email to the relevant address.

Indirect Email Interface:

  1. From the main menu, click on  and then Company Settings.
  2. Under Apps section, click Email Integration.
  3. Under the Indirect email integration section, you will find the email address for your company using which you can initiate the process.
  4. The email body needs to be in a specific format as mentioned on the same page.