Mail to WorkOrder

Turn incoming emails into work orders with rules, parsing, and matching in OutSmart.

Mail to WorkOrder helps you convert incoming emails into work orders automatically.

Use this section to understand the feature, activate it, configure matching rules, and monitor the results.

Mail to WorkOrder is a Power-Up. Power-Ups are available from Boost onward. Availability can also depend on your license and configuration.

In this guide

• Introduction to Mail to WorkOrder
• Activate Mail to WorkOrder
• Set up Conversations mode
• Set up WorkOrder Drop mode
• Create and manage mail configurations
• Understand matching rules and sender types
• Configure forced values and parameters
• Parse email content with regex and advanced options
• View logs and monitor limits

What you do with Mail to WorkOrder

• convert emails into work orders automatically
• match emails to the right customer or object
• fill work order fields with fixed or dynamic values
• parse email content and attachments
• monitor logs and inbound limits

Recommended order

1. Start with Introduction to Mail to WorkOrder.
2. Then activate Mail to WorkOrder.
3. Next set up Conversations mode or WorkOrder Drop mode.
4. Then create the right mail configurations and matching rules.
5. Finish with forced values, regex parsing, and logs.

Related topics

• OutSmart packages
• Power-Ups
• OutSmart Marketplace