We are trying to log all email communication through rollbase. We do not want to generate all emails through rollbase but rather use a central email address. The ultimate goal would be for email communication to and from an established email address (clientproject@domain.com) be captured in the comm log. If anyone sends an email to clientproject@domain.com, would there be a way via a trigger and other potential rollbase features to store this in the comm log and notify other rollbase users of the correspondence?
Hello,
We are doing exactly what Gian proposed.
We use a third party software (called Automated Email Parser) installed on our server which runs every minute and checks all the new Emails that arrived to a specific mailbox in the past minute.
Still in Automated Email Parser, we have a script which connects to our Rollbase instance using REST web services, and creates a record for each email (that has been previously retrieved) using the create2 method from Rollbase REST api. We even put the email attachements in a file upload type of field in Rollbase using the setBinaryData method from the REST api.
Hope this helps.
Kind regards,
Romain.
Hello,
This is possible but might not be very easy to do. First you need a third party software that will act like a listener to track incoming emails sent to that specific email address. I don't know if outlook has this capability but I believe some did create an email tracker script using other programming language. After that, you need to create a Rollbase REST or SOAP API that will create a new communication log record. Using the google mail integration in Rollbase, you can create a communication log record thru the email view page but must be done manually. I'm sorry if the details are vague.
Hope this helps you anyway,
Gian
Hello,
We are doing exactly what Gian proposed.
We use a third party software (called Automated Email Parser) installed on our server which runs every minute and checks all the new Emails that arrived to a specific mailbox in the past minute.
Still in Automated Email Parser, we have a script which connects to our Rollbase instance using REST web services, and creates a record for each email (that has been previously retrieved) using the create2 method from Rollbase REST api. We even put the email attachements in a file upload type of field in Rollbase using the setBinaryData method from the REST api.
Hope this helps.
Kind regards,
Romain.
This is tremendously helpful and thank you. So one question. Could this work using a google business apps group?
Hello,
I'm sorry but I haven't tried that yet. Though, I don't know if other community members have tried using that.
Thank you,
Gian