Use email received as a trigger for an automation
planned
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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)
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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.
Joana Pereira
we need asap, the workarounds do not work PARTICULARLY when clickup fails to send the email.
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Shane Parker
Any updates on when you plan to resume this feature, Zach?
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Vincent Brès
Still need this asap !
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Shane Parker
Came across this thread hoping that I was just missing something. I have a sales lead management system designed that automatically sends out our pitch via email campaign.
Basically: When status changes from "Ready to Review" to "Send Initial Email", send Initial Email.
I would absolutely like to see the ability to have a response trigger another automation.
For example, I'd like to set up: If Email Response Received, change status to "Response Received".
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Shane Parker
I even tried to come up with a workaround based on the following:
When Comment is added (only "Comment" selected for task properties) AND Status is "Send Initial Email" -> Change Status to "Response Received".
Unfortunately, it doesn't work correctly because: When the status is changed from "Ready to Review" to "Send Initial Email", it takes a few seconds for the automatic email to send. This then populates in the comments which therefore causes the attempted workaround to be true as a comment was received and the status was "Send Initial Email". So, it results in subsequently changing the status again to "Response Received".
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Shane Parker
Okay, sorry to keep replying but I hope maybe this can help anyone else needing to do what I was trying to do. As I was typing my previous response, I realized a way to actually do a workaround that works for me!
I had to create another interim status to fix my issue mentioned previously. Here is how my system works now:
1) When STATUS changes from "Ready to Review" to "Send Initial Email Now" -> Send my Initial Sales Pitch Email.
2) When COMMENT IS ADDED (again with only 1 property selected) + STATUS is "Send Initial Email Now" -> CHANGE STATUS to "Initial Email Sent".
THEN
3) When COMMENT IS ADDED (essentially a reply to your email) + STATUS is "Initial Email Sent" -> CHANGE STATUS to "Response Received".
The "Send Initial Email Now" status simply exists to delay the next step. I just tested it and it only stays in this status for about 10-15 seconds then gets changed again to "Initial Email Sent". But by that time, the comment (i.e. email) is already in the thread. I know it isn't perfect, especially if you use the comment section for anything else, but we don't on this sheet so it seems to work now.
Joana Pereira
Shane Parker this is a great workaround!
But I just tried it and it seems that clickup does not assume any "comments" added by the clickbot... Not sure if you are facing the same problem?
I have a very similar workflow to yours: I have an automation that sends out an email when the due date arrives. And I want to set up a second automation where: once the email is sent, the status of the task changes to "email sent".
I tried the workaround:
- When COMMENT IS ADDED + STATUS is "Send Email" -> CHANGE STATUS to "Email Sent".
BUT clickup fails to recognize the clickbot comment (email sent)! I'm not sure if you are facing the same problem... aaaawrgggg! I guess we need to wait for them to develop this canny request.
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Shane Parker
Joana Pereira Hey Joana! My workaround was working perfectly until just a couple weeks ago when I updated ClickUp. It seems that my workaround depended on some of the bugs they've been working to address and it broke my whole system. It was very frustrating as like I said prior to the update, it was working flawlessly.
Shahen Halebian
Please have this feature soon. At the very least when an email is replied to, we should have the option to receive a notification, even when as a threaded reply. Having the ability to create an automation is another plus.
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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!
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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.
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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?
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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
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Aron Suarez
Vincent DEMO this is wrong, the comment automation is not triggered
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Vincent DEMO
Aron Suarez mine is ..
when comment is added, then change the status
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Aron Suarez
Vincent DEMO this is not possible when the comment is add by a email, today tested
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Vincent DEMO
Aron Suarez can you show how you do it ? Mine works with email
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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?
Shahen Halebian
Vincent DEMO This only works if you have the email reply setting set as "new comments" instead of "threaded replies". Email replies as new comments makes the activity section very disorganized, especially if you have lots of email replies and regular comments.
There needs to be an option to get notified when email replies are set as "threaded replies".
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Luca Rosenberg
Hi Vincent DEMO, can you explain how this works? I created this automatation and it does work when an agent writes a comment. When the Clickbot adds a comment (email response sent by client), the automatation doesn't work. I have disabled threaded email replies by the way, so the clickbot sends a new comment
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