How to Create an Action in Focuster When an Email is Received Using Pabbly Connect

Learn how to create an action in Focuster when an email is received using Pabbly Connect. Step-by-step tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Email Integration

To start using Pabbly Connect, first, visit the Pabbly Connect landing page. Here, you can sign up for a free account that provides automation tasks each month to test your integrations.

Once signed up, log into your Pabbly Connect account. You will be directed to the dashboard where you can click on the ‘Create Workflow’ button to start setting up your automation process.

2. Setting Up Email Parser in Pabbly Connect

In this section, we will set up the email parser feature in Pabbly Connect. This feature allows you to capture specific emails that will act as triggers for your workflow.

Click on the email parser option and copy the generated email parser address. This address will be used to forward emails from your Gmail account. Follow these steps:

• Go to your Gmail settings and find the ‘Forwarding and POP/IMAP’ tab.
• Click on ‘Add a forwarding address’ and paste the email parser address.
• Follow the confirmation steps to verify the forwarding address.

Once verified, you can set it to forward all incoming emails to the parser’s address, allowing Pabbly Connect to capture the necessary data.

3. Filtering Email Data for Task Assignments

After setting up the email parser, the next step is to filter the incoming emails to ensure only relevant task assignments trigger actions in Focuster. This is done within Pabbly Connect by applying a filter condition.

In the sections tab, select the filter option and configure it to check if the subject of the email contains the word ‘task’. This ensures that only emails regarding task assignments will proceed further in the workflow. Here’s how to set it up:

• Select the subject label from the previous email parser step.
• Set the filter type to ‘contains’ and input the word ‘task’.

After saving the filter, Pabbly Connect will only allow emails that meet this condition to proceed, setting the stage for action creation in Focuster.

4. Creating an Action in Focuster Using Pabbly Connect

With the email filter in place, we can now create an action in Focuster. This is the final step in the automation process using Pabbly Connect. Click on the plus icon to add another action step, and search for the Focuster application.

Select the action event as ‘Create Action’ and connect your Focuster account by entering the API key found in your Focuster settings. Here’s how to do it:

Navigate to your Focuster settings and click on ‘Integrations’ to find your API key. Paste the API key into Pabbly Connect and save the connection. Map the subject from the email as the action title and the email body as the note.

Once everything is set, test the connection to create an action in Focuster, confirming that the integration works seamlessly through Pabbly Connect.

5. Conclusion: Automating Task Management with Pabbly Connect

By following these steps, you can effectively automate task management in Focuster when receiving specific emails using Pabbly Connect. This setup ensures that you stay organized and responsive to task assignments without manual intervention.

Once configured, Pabbly Connect will handle the automation in the background, allowing you to focus on your tasks while it processes incoming emails and creates actions in Focuster automatically.