🟢 Add email communication support to items

✨ Feature Requests
1

Hi,

Currently we are using the GlobiMail integration in Podio and rely on it heavily for communicating with clients. I didn’t find another feature request for email so I wanted to know:

are there others that are using Tape that are also dependent on the GlobiMail feature?
are there any Plans to add email integration in the near future?

this is Pretty much the top missing feature that is stopping us from fully migrating to Tape now.

Thanks allot!

2

Hi Shir,

We definitely have the email integration firmly planned on the roadmap.
Currently there are a few other features higher prioritized, but our feature roadmap is strongly opportunity driven. So if it’s the only feature that’s blocking you from migrating now, I’m sure we can find a solution.
We might be able to sync your migration schedule with our roadmap so that we can roll out the feature with it.
Feel free to send me your migration schedule directly and we can find the best possible solution on a one to one basis.

Best regards
Leo

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3

Yes… please, please, please, please. We need this in order to make the move away from Podio. Thank you.

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4

@shir , This is a critical one for us too! Without a GlobiMail replacement, we’re in limbo with our migration from Podio to Tape. We’ve looked at other options… but they really do not match the per app functionality and flexibility… and have only made us realize just how critical GlobiMail has become to our operation.

I have actually discussed this with other Podio users with the same problem… they’re stuck in Podio until this really critical feature is added to Tape. I think once Tape adds it… the Podio hordes will start moving over en masse.

Shir, have you found any solution or work around?? Thanks - Scott

5

Hi @ScottA … could you write more about your use case?

We definitely implemented mail from single records in Tape and also attach incoming mails to the right ticket. Both via automation. The link to records for incoming mails is based on a couple of rules to identify the correct record.

In a support app we identify e.g. the support ticket number from the subject. For new tickets we look up the senders address and match it with the client via domain and person via the complete email address.

May this be a workaround? Its in production in our instance and for our clients.

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6

Wow @dirk_s this is awesome. I started to use a similar configuration for task management for me and my team, sending automatically emails to related clients when the status changes. This is great cause you can use your branding among the notifications.

I can now create new tasks/tickets by letting clients using an email address (forwarded to the specific Tape app mailhook), but it would be super-useful to know how you integrated this implementation to answer to a notification and save a comment on the item.

I look forward to see on Tape the calendar and Gannt view in order to display tasks weekly or to schedule the deliverables.

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7

Hi Michele,
basically we split it into this automations:

Incoming mail handling

  • Automation cleans e-mail string, looks up contact from my CRM based on email address, looks up company from my client sheet (connected to the company in the CRM). No hit? Marked as potentially SPAM, exit
  • Look up if a ticket ID is in the subject, if so connect this mail to the ticket, change status. If not, create new ticket, notify person responsible for this company.

Write custom Notifications from a ticket

  • Have a rich text field hidden if empty.
  • Have a “control” category field (I’d love buttons in Tape so much :wink: ) Generate / Send
  • When generate is clicked it loads a personalized greeting and the footer into the rich text field - which becomes visible now.
  • Edit the content, click on send.
  • Automation picks up this field, clears it and sends mail to contact and bcc own Inbox in tape.
  • Inbox automation connects mail to existing ticket.

So we actually save all emails to tickets, not comments. We also showed a thread of communication visibly with bubbles in a calculation field (linked to the mails) - looks like in chat apps :smiley:

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