Source
Automation & workflows — found from sitemap — Pipeliner CRM
Checked for Pipeliner CRM on 13 Oct 2026
- Page
- https://help.coevera.com/en/articles/11462200-automatizer-triggering-a-process-from-an-email
- Checked
- 13 Oct 2026, 09:56 UTC
- How we may use it
- Public page, crawling permitted
Technical details
- type
- page
- http status
- 200
- content hash
- sha256:20a3d216a8ac7b41604a76506e5181f7aefad76afedf0ba3e70b329d5bc6131e
- permission
- robots_ok
- screenshot
- Screenshot on file (internal exhibit, not published)
Cited by
Facts read from this source
-
Automatizer email trigger available Report an error
“from the 5.15 release (May 2025), Automatizer processes can now be triggered by an email.”
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Automatizer email trigger source filter Report an error
“you can also choose to specify which application creates the email in Coevera - for example, the Office 365 Email integration that automatically captures and links emails and/or the Coevera for Outlook (Web & Desktop) plugin”
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Automatizer space vs personal email trigger Report an error
“A Space process will be triggered by Company emails + Public personal emails A Personal process will be triggered by personal emails (both public and private) of the process owner will trigger the process”
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Automatizer email trigger action types Report an error
“Create Record Create Related Record Update Record Update Related Record Link Record as Related Send Email Send Webhook Trigger Another Process”
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Automatizer update record email properties Report an error
“Clicking on “Update Record Form” allows the following email properties to be updated: Email Tags Email Sentiment Linked Items Email Share Mode”
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Automatizer link record identification Report an error
“The records to link to the email can be identified using filter conditions or by matching field values.”
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Automatizer manual trigger in feeds Report an error
“You can manually trigger process on the entire email thread or individual emails”
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Office365 email Report an error
“the Office 365 Email integration that automatically captures and links emails”
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Outlook plugin Report an error
“the Coevera for Outlook (Web & Desktop) plugin that allows users to manually link emails into Coevera from their Outlook Inbox”
3 facts read from this page are not shown because they could not be confirmed on the page as captured.
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