Hi there! I’m wondering if it is possible, either via the Outlook integration, or by forwarding emails to email@example.com turn them into tasks, to auto-populate custom fields in a project?
For instance, we have a project custom field “date of initial outreach,” and if possible, it would be great if the date of the email we’re converting into a task could be used for this field.
Similarly, we have a field for the customer who made the request, and we’d like to pull this from the email sender.
Thanks for any help!
Hi @Anne_S welcome to the forum. It is not possible via the forwarding and I don’t think via the integration as it is one way creation. However it might be possible with a 3rd Party or using a rule.
Hi @Anne_S , welcome to the forum!
@Danielle-GenD is right, a 3rd party app that can do this from any email app is flowsana.net which has a feature that by adding hashtags to your emails can trigger changes to tasks in projects.
Pinging Flowsana’s creator, @Phil_Seeman
Hi @Anne_S (and @Richard_Sather),
Unfortunately Flowsana doesn’t currently support setting custom fields via hashtags, though it’s definitely something we consider doing. Currently we support setting the following elements via hashtags:
- A due date
- An assignee
- A section within the project
- Additional projects
More info is here: Hashtag Automation - Flowsana Help Center