I am looking to have our credit card receipt process more automated. I would like to have a trigger that when an email comes to me from my bank indicated the credit card has been used (this trigger can be based on the sender), a jotform is sent to me. I can set this up for each person with a credit card. When I tried using outlook I was only able to have the trigger be any email that comes in. I tried to set up email by Zapier and also could not get it to work. Any tips on this?
Question
Email from specific sender or subject to trigger jotform
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+8- Zapier Orchestrator & Solution Partner
Hi
It seems what you need is a Filter by Zapier step right after the Trigger step (this is a good source to start https://zapier.com/help/create/customize/add-conditions-to-zaps-with-filters)
In this step, you can filter out all emails and only continue your process if the sender is what you need.
HOWEVER, I do not recommend this step as it will use many of your tasks since it will trigger on every email you receive. A better option would be definitely Email by Zapier. All you need to do is auto-forward any email you get from the bank to this email address. Were you not able to get that to work?
+14- Zapier Orchestrator & Solution Partner
Hi
Good question.
Another option is to use Gmail with this Zap trigger: New Email Matching Search
+9- Zapier Staff
Hiya
Keep us posted - we’d love to know. 😁
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