Use email received as a trigger for an automation
planned
D
Damon Ryan
From Support Ticket: I can't automate status change or anything based on email thread (eg WHEN New Email received THEN change status)
Log In
Zach - ClickUp
planned
Hey everyone,
I want to be candid about the progress here. We're going to pause on this as we work on other email improvements. Once we're happy with the state of our email feature, we'll be more than happy to revisit this and get it shipped.
I'm keeping as planned because it's still a priority for us to do.
Thank you for understanding.
P
Pat Bowman
Just leaving this comment to reiterate the importance of this feature. Many competitors offer this feature and should be a top priority to build out. This will allow users to focus more on sales and tasks rather than manually maintaining the system. I hope it's introduced soon!
J
Jennifer Clark
Hoping for updates on this soon.
Herson Bugante
Adding this to our request
This is extremely important especially in companies who are strictly enforcing SLA's.
R
Ryan Erik Abilar
Commenting here just to follow and get updates with the status of the planned implementations.
Mickey Preisach
This is a bummer - we send a lot of emails to our customers but have no clue if/when they reply back to us. We need to manualy open each ticket and scroll down. Any better ideas here?
V
Vincent DEMO
Mickey Preisach comments and emails are treated as the same thing in ClickUp today. So you can have an automation which detects if new comments are mades and then change the status. Not ideal but at least you have something, I use this myself. We are waiting for the feature to detect new email
A
Aron Suarez
Vincent DEMO this is wrong, the comment automation is not triggered
V
Vincent DEMO
Aron Suarez mine is ..
when comment is added, then change the status
A
Aron Suarez
Vincent DEMO this is not possible when the comment is add by a email, today tested
V
Vincent DEMO
Aron Suarez can you show how you do it ? Mine works with email
A
Aron Suarez
Vincent DEMO thats special, because I habe contacted the support by chat today and they confirm it won‘t work.
Send E-Mail in comments the reply is not threaded, so is add a new comment. The automation is „When new comment set status to x“
What is your setup?
Alexandros Tsionis
This feature is so important, when we want to do a really good ticketing tool. We want to push back tickets from status "waiting for answer" to "in work hotline", when the customer answers via Email.
Can't wait for this feature.
Brandon Powers
Using ClickUp tasks to represent customer support here - really needing a way to capture status of a ticket awaiting feedback (e.g. customer emails in to the task (or replies to an email from the task). We need to ensure we have visibility to this and keep record so that we can promptly reply. Far too easy to miss notifications or have them get buried (not a hit against ClickUp notifications, by the way, its just the nature of notifications).
R
Ross Cirkovic
+1 for "registering email as a comment for task automation" :) It would definitely help a lot to be able to use the email as a trigger to flag the tast when a response from client is received. Looking forward to this feature! Thanks!!
SIlke Dury
Our workflow is very similar to this: We run an email-based customer service via ClickUp. Emails are automatically forwarded to a certain list, we reply them directly from ClickUp and then complete the task. However, if a reply arrives to our email, we need to manually search for the task and again, manually reopen it. Because if this, lots of email replies can go under the radar which is pretty annoying.
An automation would be a nice feature which enables to automatically change status when a new email / comment arrives.
However, with this being postponed, it would be helpful in the meantime if email replies were shown as notifications in the inbox.
Alexandros Tsionis
There is not even a workaround, this is so annoying.
Zach - ClickUp
planned
Hey everyone,
I want to be candid about the progress here. We're going to pause on this as we work on other email improvements. Once we're happy with the state of our email feature, we'll be more than happy to revisit this and get it shipped.
I'm keeping as planned because it's still a priority for us to do.
Thank you for understanding.
H
Hervin Alvarez
Zach - ClickUp Thank you for the update! I was really looking forward to this.
M
Matt Schwartz
Zach - ClickUp .Thank you for being transparent and candid with this. I realize you guys need to ensure the email platform works well before expanding it. Hoping this can still make the feature list this year, thanks again.
Load More
→