Configuration
Trigger data
Example: log outbound customer mail
Keep Trigger on automated emails? off, then use the message headers and sender details to find the corresponding customer. Connect the customer lookup to your CRM action and record the sent message as an activity. This captures mail sent by a person without allowing CRM-generated follow-ups to start the workflow again.Troubleshooting
An automated message was ignored
An automated message was ignored
That is the default safeguard. Enable Trigger on automated emails? only
after ensuring the workflow cannot trigger itself repeatedly.
The subject filter did not match
The subject filter did not match
Matching is case-sensitive and looks for the filter as a substring of the
subject. Remove surrounding whitespace and copy the exact capitalization.