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What is an Email Endpoint?
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For the full list of Email Endpoint
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How does an Email Endpoint work?
- An Email Account must be set up in your application to receive incoming emails. See Email Account Integration for an example.
- The email account setup must include:
- Type: choose Inbound
- On Email Received: choose Trigger an email endpoint actionflow
- Email Endpoint Action: choose your
Insert excerpt _email_endpoint _email_endpoint nopanel true
- The email account setup must include:
- To save the emails, a
must be created with appropriate attributes for the headers on the incoming emails, e.g. id, from, to, cc, subject, body, folderIdInsert excerpt _tables _tables nopanel true - To allow PhixFlow to save attachments, a
must be createdInsert excerpt _tableFile _tableFile nopanel true - The above Table and File Table must have a relation on an ERD, see Relationship
- Upon receiving an email, the
will run and perform the action(s) as specified within the Email Endpoint Actionflow, such as saving each incoming email as a record in a tableInsert excerpt _email_endpoint _email_endpoint nopanel true - If saving to a table, each received email saves as a separate record
Creating an Email Endpoint
Email endpoints must be made using the specific option on the
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- Create a new
on theInsert excerpt _email_endpoint _email_endpoint nopanel true
homepage using the optionInsert excerpt _actionflow _actionflow nopanel true - Set a unique name and provide a useful description
- Additional attributes can be added to the
connection point which will obtain the value from a header with the same name on the incoming email(s)Insert excerpt _input _input name icon nopanel true - Note: Any '-' characters are removed from the name and the names are case insensitive
- Configure the endpoint to perform the required tasks on receiving of incoming emails, for example, save all records to a
, see Save Action ConfigurationInsert excerpt _tables _tables nopanel true - If saving any of the attributes with a Type of Structured Data, a
action can be used between theInsert excerpt _action_calculate _action_calculate nopanel true
andInsert excerpt _input _input nopanel true
action to convert these incoming values into a format that can be saved by PhixFlowInsert excerpt _action_save _action_save nopanel true - For each attribute, use the listToString function
- If saving any of the attributes with a Type of Structured Data, a
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Email Endpoints cannot contain
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Saving Attachments
Attachments can be saved in a separate
. Insert excerpt _tableFile _tableFile nopanel true
- On the Email Endpoint, click
in the toolbar to open the settings on the rightInsert excerpt _property_settings _property_settings nopanel true - For the full Properties list, see Email Endpoint Properties
In the Basic Settings, in the Save Attachments to field, set the File Table to save incoming email attachments to
- A new
can be created by clicking theInsert excerpt _tableFile _tableFile nopanel true
icon or choose an existing table using theInsert excerpt _add_icon _add_icon nopanel true
icon or selecting from the drop down list.Insert excerpt _tableFile _tableFile name icon nopanel true - When creating a File Table to save attachments to, a folderId attribute is automatically created
- A new
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If the Email Endpoint fails, any incoming attachments will still be saved to the specified If no location is specified in the Save Attachments to field, attachments will not be saved. |
Linking Emails and Attachments
The folderId attribute that is automatically created on new
s is used to link an email to its attachments. Insert excerpt _tableFile _tableFile nopanel true
- After receiving an incoming email with attachments:
- A value will generate for the folderId attribute on the
where the email records are saved for each email receivedInsert excerpt _tables _tables nopanel true - A value will generate for the folderId attribute on the
where the email attachments are saved for each email receivedInsert excerpt _tableFile _tableFile nopanel true
- A value will generate for the folderId attribute on the
Displaying Emails
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Emails can be displayed using a
view. Insert excerpt _grid _grid nopanel true
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If the database collation for the PhixFlow system does not support certain Unicode characters they will be removed from the body of the incoming emails. |
Worked Example
Coming Soon.
If you require support, please contact PhixFlow Support via either:
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Contact PhixFlowInsert excerpt _phixflow_logo_only _phixflow_logo_only nopanel true
These options are available in
under the Insert excerpt _design_mode _design_mode nopanel true
menu in the top right of PhixFlow. Insert excerpt _administration _administration nopanel true
On this page
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