Related Process Definition triggered Emails to the record

Meant to be:  How to relate Process Definition triggered emails to the record.

BCC to the SNIP-service mailbox?
Speaking technically it doesn't create a relation, but an archived email should appear on the subpanel

Hi Dmytro Chupylka,

Thanks for the reply.   I recall that SNIP cannot use BCC?  All these auto emails we state as Do Not Reply, so I would prefer to BCC.   I wondered if I could just create the relationship in BPM process def...  but not so.

As you were replying I was looking at using case macro option, and inbound email.   ref documentation here.    

I will look again at SNIP though too.  

It was way back in the day that we looked at the emails with our original integrator as they said we couldn't do cases via API from our website, so we setup email to case... then we found api was fine, so ditched email to case!  It was rapid ill prepared for implementation!!   So now we are further down the road I am looking at again at this stuff on the side...   Thanks again..  Luke. 

I regularly BCC emails to Snip to get them archived in Sugar in the customers context - that should work for any sender and any message.

However, that might not be enouph if you like to get email related nor only to the Contact/lead/account, but to the Case having some criterion for identification to with case the email should belong - in body or subject

But there is also a solution - on email archived with SNIP the logic hook fires e.g. After_save for the email record, which makes  possible to configure any logic for processing

Therefore, having some criterion for identification to which case the email message should belong - in body or in subject -  it is possible to relate email archived to the Case. 

Is that you like to achieve? 

We used this approach to get website visits into Sugar with Active Campaign notification emails  - notifications are sent to SNIP, that triggers after_save for notification email - on its archival to Sugar, we took the lead name from the notification email body  and make a record about website visit on the TimeLine for that Lead name. 

Hello Luke,

Lemme provide an example of possible solution so that you could decide if that works for your case

0. Add a Contact named "snip" in Sugar and specified the SNIP address as its primary email address

1. Create a Process Email Template and defined the Subject for the email as following
 [Case:<case_number>] <case_name>

2. Add a Process Definition for Cases, design to send the message with the template above, and "snip" contact to BCC the message



3. Configure a flowchart with Logic Builder that implements the following: it relates Email archived by SNIP to the Case, if the Email provides the number of the Case in the Subject

As always you may read it by following the white line.



4. Generate zip package with Logic Builder and install it via Module Loader

5. Benefit from the Email sent by SugarBPM is represented on the Emails subpanel for the very Case the message should be related to


Here is the zip extension generated by Logic Builder from this flowchart -  please, feel free to use it
z20210322_flowchart_84037793.zip

I hope this would help to benefit Sugar automation and let me know if any questions- looking forward to your feedback

Just adding an update:

Thanks for your detailed reply Dmytro Chupylka...   SugarCRM should just aquire you / Logic Builder...    Then an admin could acheive a lot more with no code.  

But for now, I have no budget for it.  So will rely on our developer as and when code is required.

I am now using SNIP to BCC all our case related auto emails (do not reply / system email out   for things like item shipped, repair received etc) and with the Case Macro this is working brilliantly - (have one issue with empty case creation though)

The next thing I would like to do with SNIP would be to relate Lead emails to the Lead..  rather than email out a lead to a partner, then have sales rep sync it back to sugar I would like to in effect have 'custom macro'...    Like [LEAD-%1] or [FEATUREKEY-%1], or any module in fact...

Do you, anyone, know of a way to acheive this?

Would it be related to this?:
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_10.0/Architecture/Logic_Hooks/SNIP_Hooks/after_email_import/

Luke.

Hello Luke Ridgway 

Thanks - your subscriber's feedback about the possibility for the admin to deliver a better user experience applying no code for the Sugar platform is much appreciated.

Are you looking for this Sugar behavior?

[view]

Here is the zip for Module Loader  -free to try and free to use for all the Clubmates
z20211201_flowchart_1.zip

If anyone is curious about the Logic Builder drawing for the implementation, I will share the screenshot and flowchart source here