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Zareen

04/15/2020, 4:00 PM
Hello all, does anyone know if it is possible, through a workflow, to set up a new task every time there is an incoming email on an invoice record?
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Rebecca

04/16/2020, 8:46 PM
You will need to use a workflow to create the action item. Probably use a saved search to find the newly received messages. I’ve not built this, but that is how I would start.