Unifize’s email integration allows users to create, update, and track process records directly through email. Teams can generate new records from emails, send and receive emails within process records, and update checklist metadata by parsing email content. This ensures all communication and updates are stored in one place, improving traceability and reducing manual work.
Users can forward emails to a designated Unifize email address to automatically create process records or start new workflows. This ensures critical information from email threads is captured without manual input.
Compose and send emails directly from Unifize records. All email exchanges, including replies, are stored in the respective record, ensuring a complete history of communication.
Parse email content to update checklist fields or metadata automatically. This eliminates manual updates while keeping records accurate and consistent.
External participants can reply to emails sent from Unifize without needing access to the platform. Replies are captured in the relevant record for continuity and traceability.
When an email is forwarded to a designated Unifize email address, the system parses its content to create a new record or conversation automatically.
Yes, all attachments in inbound and outbound emails are linked to the relevant Unifize record for easy access.
Yes, Unifize allows you to define rules for parsing email content and mapping it to checklist fields or metadata.
No, external users can communicate via regular email. Their replies are automatically captured in Unifize, maintaining traceability.
