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Email to App

#email #app

Leo avatar
Written by Leo
Updated over 2 years ago

Easily create records and pre-fill fields with "Email to App". This feature is a great way to streamline incoming communication with clients or any other type of information you receive through emails. "Email to App" is simple and powerful, with even greater ways to take the manual work out of it.

Send an email to App

  • Click on an app

  • Tap on the ... menu next to your desired app name

  • Select Email to app and choose between:

    • Private email address to create records with you as the author

    • Public email address to create records with the app as the author

  • Click on Copy next to the unique email address

  • Emails sent to this address will create records

Match email fields to record fields

Control how the email subject, sender, and body maps to your app:

  • Click on an app

  • Tap on the ... menu next to your desired app name

  • Select Email to app

  • Click on Match email fields to record fields at the bottom of the menu

  • Choose a record field from the dropdown menu right to each email field:

    • From

    • Cc

    • Subject

    • Body

    • Attachments

Use market-standard web forms

Transfer data by email. Tape will map your email body value to fields in the app if it follows the following structure:

The specific field name: value

Make sure to include the colon and the space after the colon. This is how the data is correctly assigned.

For example, with Email to app, you can use market-standard web forms. This feature offers countless opportunities for integrations with other systems that can send emails. Tape uses this on the website for contacts.

How the email body looks like:

Name: value

Email: value

This brings the data to Tape in a structured way and we can continue working on the data.

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