Unifize integrationwith email.
Unifize’s email integration allows users to create, update, and track process records directly through email. Teams can generate new records from emails, send and receive emails within process records, and update checklist metadata by parsing email content. This ensures all communication and updates are stored in one place, improving traceability and reducing manual work.
- Type
- Standard integration
- Category
- Communication
How teams use email with Unifize
Create records from emails
Users can forward emails to a designated Unifize email address to automatically create process records or start new workflows. This ensures critical information from email threads is captured without manual input.
Send and track emails within records
Compose and send emails directly from Unifize records. All email exchanges, including replies, are stored in the respective record, ensuring a complete history of communication.
Automate checklist updates from emails
Parse email content to update checklist fields or metadata automatically. This eliminates manual updates while keeping records accurate and consistent.
Collaborate with external stakeholders
External participants can reply to emails sent from Unifize without needing access to the platform. Replies are captured in the relevant record for continuity and traceability.
Frequently asked questions
How are new records created from emails?
When an email is forwarded to a designated Unifize email address, the system parses its content to create a new record or conversation automatically.
Can attachments from emails be stored in records?
Yes, all attachments in inbound and outbound emails are linked to the relevant Unifize record for easy access.
Can I configure which email updates checklist metadata?
Yes, Unifize allows you to define rules for parsing email content and mapping it to checklist fields or metadata.
Do external users need Unifize accounts to collaborate via email?
No, external users can communicate via regular email. Their replies are automatically captured in Unifize, maintaining traceability.
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Turn email threads into records.
Bring a process that runs on email today, and we will show you records created, updated and tracked from it in a 30-minute walkthrough.