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Adding 'contact id' to inbound emails

  • 1.  Adding 'contact id' to inbound emails

    Posted 08-28-2025 10:31

    Hi all,

    We currently use mail merges to push work to agents. The body of the email contains a case number. I'm looking for a way to extract the case number from the body of the email and assign it as a 'contact ID' so that we can filter it in the interactions view.

    In the inbound email flow i've added a task as below containing this expression: If(IsSet(Email.Message.body) AND Contains(Email.Message.body, "Case Number: "), Substring(Email.Message.body, FindString(Email.Message.body, "Case Number: ") + Length("Case Number: "), 8), "no id")


    I'm unsure if this is the correct way to assign or if there is a better way?


    #Architect

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    Jenna Rielly

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