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?
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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?
Hi
Good question.
Another option is to use Gmail with this Zap trigger: New Email Matching Search
Hiya
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