Create Case from Email. (Assignet to)

Hello, all.

We successfully set “Create Case from Email”.

Now my target is:
Automatically create “cases” and assign the user’s responsibility (Assigned to) according to responsible person in referred “account”.

Are there any solutions?

Thanks in advance.

You should be able to achieve that with an before_save logic hook. When the Case is created from the email, the hook is fired, and you can check the associated account and assign the correct user.

1 Like

pgr
Thank you. We will try