Attach Email to a Work Item

Clarizen’s patent-pending InterAct email engine lets users trigger virtually any action in Clarizen with an email. This App creates an InterAct inbox that allows users to attach the email they send, along with attachments, to a work item.

Specification: Clarizen Apps

Categories: Marketing, Professional Services

Capabilities: Email Automation

About This App

Clarizen’s unique InterAct email engine lets you create email inboxes that can be customized to trigger virtually any action within Clarizen. For example, users (even non-Clarizen users) can submit issues to InterAct via email or a form, and the issue will automaticallybe added to the appropriate project, with a notification sent to the project manager.

This App creates an InterAct inbox that allows licensed users to attach the email they send, along with attachments, to a work item.

The format of the email should be ID@yourcompanydomain.clarizenmail.com, where “ID” is the work item’s ID or Alias (which can be set from the work item’s view or properties card) and the Domain can be set from the InterAct settings page.

Example 1:
Project ABC has ID “P-123” and your company’s Interact domain is “acmecorp”
–> you can email p-123@acmecorp.clarizenmail.com

Example 2:
Project ABC has ID “P-123” , and has an Alias set as “ABC”, and your company’s Interact domain is “acmecorp”
–> you can email ABC@acmecorp.clarizenmail.com

Note: organizations on Clarizen EU data center will use clarizenmail.eu email suffix, not clarizenmail.com

Please check InterAct help page first to learn about InterAct and how to set it up on your account.

Rule Name

Description

Attach Email to Work Item

This rule allows licensed users to attach the email they send, along with attachments, to a work item.
The format of the email should be @.clarizenmail.com, where:

 

  • is the work item’s ID or Alias (which can be obtained from the work item’s view or properties card)

  • can be obtained from the InterAct settings page.