Creating a process from a letter with customer data
https://rozpakui.crm-onebox.com/admin/auto/action/minute/edit/
The action Turn an email into a process is configured
The problem is that we always have the same sender (always one client is substituted).
The text of the letter contains data of a real client
Example https://rozpakui.crm-onebox.com/admin/customorder/lead/1803544/edit/
You need to set up a preg template that will find the client by the fields and substitute it, if not found, create it with this data.
Full name: Andriukha
Phone number: +380687503339
Need an estimate, or tell me how to set up such a template
Original question is available on version: ru
https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор
The action Turn an email into a process is configured
The problem is that we always have the same sender (always one client is substituted).
The text of the letter contains data of a real client
Example https://rozpakui.crm-onebox.com/admin/customorder/lead/1803544/edit/
You need to set up a preg template that will find the client by the fields and substitute it, if not found, create it with this data.
Full name: Andriukha
Phone number: +380687503339
Need an estimate, or tell me how to set up such a template
Answers:
Can you provide a link to such an event - I'll try to make an example of a regular expression using the example of an event right in action
27.10.2021, 17:42
Original comment available on version: ru
Tyndyk Maxim Vadimovich
OneBox production
Administrator wrote:
Can you provide a link to such an event - I'll try to make an example of a regular expression using the example of an event right in action
https://rozpakui.crm-onebox.com/admin/shop/event/3783689/
28.10.2021, 15:58
https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор
Original comment available on version: ru
https://rozpakui.crm-onebox.com/admin/auto/action/minute/edit/ see last configured action
you can check in it for the ID of your event, which parses
28.10.2021, 17:13
Original comment available on version: ru
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