I’m working on cleanup processes using the scheduled tasks. An email comes in with a client name in the subject: “Client The Gas Connection Anniversary Upcoming in about 2 months” I want to extract the name, everything between Client and Anniversary and assign the ticket to that client. I want t…

Hi @spayne Thanks for posting here! Here’s a video describing how I’d build the workflow for the customer based on their name being in the subject line of the email: And here are screenshots for each step: [CleanShot 2024-05-06 at 14.35.33] [CleanShot 2024-05-06 at 14.35.41] [CleanShot 2…

MSPintegrations

Extracting company name from subject and modifying a ticket

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