Create a flow with an inbound email trigger

Build workflows > Flow Designer > Building flows >

Start a flow when your instance receives an email.

Role required: flow_designer or admin

Navigate to All > Process Automation > Flow Designer . Select + New > Flow . In the flow properties, set Run as to User who initiates session . Important: Inbound email flows use the email sender as the user who initiates the session. If the system doesn't recognize the sender, the inbound email flow runs as the Guest user. Setting the inbound email flow to run as the user who initiates the session ensures that the flow actions are limited by user access controls. If the initiating user needs elevated privileges for some reason, have the inbound email flow call a subflow that runs with the required roles.

In the Trigger section, select the plus icon ( ) to add a trigger. Select Inbound Email . On the form, fill in the fields. Field Description Email conditions Conditions to qualify which emails start your flow. The condition builder uses fields from the Email [sys_email] table. For example, to trigger a flow for an inbound email in which a user replies to a system notification, set the condition to [Receive type] [is] [Reply] . Reply Record Type Table that is associated with the target email. For example, to trigger a flow from a reply email that a user sends from an incident record notification, select Incident [incident] .

Select Done . Add actions, subflows, and flow logic to the flow. Test the flow. To test access controls for an inbound email flow, impersonate a typical inbound email user and manually trigger the flow. . For more information, see Test a flow . If the test is successful, activate the flow. For more information, see Activate a flow .

When an inbound email meets the conditions that you set, the associated flow triggers and runs the actions.

Parent Topic: Create a flow