Hi all
Hopefully this question makes sense. I am attempting to directly import email related to jobs I am working on in CompanyCam. The emails are insurance related so will have (most of the time) “Claim #” . How do I do this ?
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+1- Zapier Staff
Hi
To confirm, the emails you’re looking to import will have “Claim #” within the subject or the body of the email, is that right?
One approach would be to add a Filter by Zapier after your trigger to only allow Zap runs to continue if “Claim #” exists in either the subject or the body. Here's a great resource that should point you in the right direction:
https://help.zapier.com/hc/en-us/articles/8496276332557-Add-conditions-to-Zaps-with-filters
The Zap itself could look something like:
- New Email in Gmail trigger;
- Filter by Zapier;
- Add Project or Update Project Notepad (depending on your specific workflow) in CompanyCam.
Hope this helps 😊
- Beginner
Hey
+11- Community Manager
Hey there,
Just checking in to see how you got on with that filter Sebastian suggested using, did it do the trick?
Let us know whether you need any further help at all—want to make sure everything’s sorted! 🙂
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