Free workflow plug-ins

Free workflow plug-ins

You can download general installation instructions here.

Test whether a mail sender has been recognized in the CRM

A customer needs to automate some routine activities related with a receipt of an e-mail message in the CRM. The customer however lacks a possibility of checking whether the received e-mail message has been recognized – tracked in the CRM; i.e. whether its sender has been recognized and assigned to an appropriate record in the CRM (marked blue) or whether it is a new (unknown) sender (red).

Input parameters

Mail identifier - GUID type

Output parameters

Result – string type. Possible values: (-1 = error, 0=unrecognized, account=account recognized, contact=contact recognized, lead=lead recognized, systemuser=user recognized, queue=queue recognized.

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Test whether a mail has an attachment

A customer needs to automate some routine activities related with a receipt of an e-mail message in the CRM. The customer however lacks a possibility of checking whether the e-mail message has an attachment.

Input parameters

Mail identifier - GUID type

Output parameters

Attachments – number type. Returns the number of attachments in the e-mail message.

TotalSize - number type. Returns the overall size of all email attachments.

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Get current user

A customer needs to send emails or create tasks from manually invoked workflows. In these workflow activities they need to send emails on behalf of current user. So sender has to be filled automatically by current user.

Input parameters

none

Output parameters

Current user – GUID type - systemuser lookup. Returns the id of user who runs the workflow.

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