Navigation: »No topics above this level«
Once you have setup an Account that defines 'where' ThinkAutomation will receive messages from, you can create any number of 'Triggers' that define 'if' a message should be processed, and 'what' to do with it.
A Trigger is a set of rules that ThinkAutomation applies to incoming messages. If the message matches these rules then ThinkAutomation executes a set of 'Actions' against the trigger, if not ThinkAutomation moves to the next Trigger for the Account and compares that. By default new Triggers will accept ALL new messages received by the Account unless you specify any 'Trigger Conditions'.
To create a trigger first double-click the account to open it. Now click the Add Trigger button.
The Trigger form will be shown. The Ribbon bar contains:
Click Trigger Conditions to define the Name and Trigger Conditions for this Trigger.
Enter a Name for the Trigger.
In the Trigger Conditions section you specify criteria that ThinkAutomation checks before it executes any Actions.
Use this option to enable or disable processing of emails for this Trigger. This can be useful during testing.. allowing you to create a number of separate Triggers and enabling just the triggers you want to test.
If you only want messages from certain addresses checked enter the addresses here. Separate each address with a semi-colon. Wildcards are allowed, for example: *@mysite.com would cause any message from mysite.com domain to be checked. Specify * to accept any from address.
Specify a date you want messages to be processed from. When a new message is received ThinkAutomation will check the message date. Only messages with a date equal or greater than this date will be processed. When you create a new Trigger this date defaults to the current date. You should change it to a past date if you want to include old messages that may already exist from your message source.
If you only want messages flagged with certain importance or sensitivity level then select it here.
Enter a list of words or phrases that ThinkAutomation will check for in the subject line and/or message body. If any of the words/phrases are found then will the message be processed.
Click the Subject Line button to toggle between checking the Subject only and check both the Subject AND Body text.
Click the ANY button to change the condition to ALL. Then ALL words/phrases must exist for the message to be processed instead of ANY of them.
Each line can contain its own word or phase and you can use regular expressions. Checks are NOT case sensitive.
Note: Words & phrases can also be NEGATIVE by preceding the word or phrase line with '---'
The button will open the Condition Builder. The Condition Builder allows you to define many more conditional checks that can be performed on the incoming message.
Using the Condition Builder you can construct an IF statement to apply to the incoming message.
In the If column you select a message property.
In the Is column you select one of the following:
•Not Equal To
•Less Than Or Equal To
•Greater Than Or Equal To
•Is Not Blank
•Does Not Contain
•Length Less Than
•Length Greater Than
In the Value column you can type a value to compare against.
Click the Add button to add another line. The new line can be assigned as an AND or OR clause.
You can also write a ThinkAutomation Basic Script to fine tune the trigger conditions. You can use this to check message headers or create custom rules. See: Trigger Condition Scripts
After This Trigger Has Processed A Message
In this section you define what happens after the Trigger has executed because it matched an incoming message. By default ThinkAutomation will stop processing further triggers for the message. You can select for another trigger to be checked and processed.
Once you have defined the trigger conditions you can then setup the fields to extract from the email.
See Also: Extracting Fields