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 nameSelect
Email to appand choose between:Private email addressto create records with you as the authorPublic email addressto create records with the app as the author
Click on
Copynext to the unique email addressEmails 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 nameSelect
Email to appClick on
Match email fields to record fieldsat the bottom of the menuChoose 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.
