How to Run an Inbox Automation Based on Sender Email in Taskip #

Use this automation when you want to trigger actions for messages coming from specific email addresses , like leads, clients, or support notifications.

Step 1: Access Your Workflows #

1. From the left menu, go to Workflow.
2. Click + Create Workflow at the top right.

Step 2: Choose Trigger Type #

1. Give your workflow a name like: Lead Follow-Up, Delete Auto Replies, or Tag Priority Clients.
2. Select Inbox as the category.
3. Choose the trigger: New Email Received.

Step 3: Set Condition – “From Specific Sender” #

1. Under the IF section, choose:
   • From Specific Sender (as shown in image 2)
   • Condition type: Match
2. Enter the sender’s email address (example: email@example.com)
   • You can add multiple emails separated by commas or pressing Enter.

Step 4: Choose Actions to Perform #

Now decide what Taskip should do when an email from the selected sender arrives:

Examples from the Then menu:

• Reply Email – auto-respond to the sender
• Assign Tag – e.g., “High Priority”, “Client”
• Create Task – assign to a team member
• Convert to Deal – start a deal in the Sales Pipeline
• Convert to Contact – save them as a contact
• Convert to Support Ticket – log it for your helpdesk
• Delete Conversation – it will delete the Email
• Trigger Web-hook Call – it will trigger a web-hook call

You can add multiple actions using + Add Action.

Step 5: Save and Activate #

• Click Create Workflow to save your automation.
• Make sure it’s listed as Active in your workflow dashboard.

Now, every time a message comes in from the specified sender(s), your defined actions will run — no manual steps needed.

Example: Auto-Tag and Convert Client Emails #

Workflow Name: VIP Client Handler
Condition: From Specific Sender = client@vipmail.com
Actions:

• Assign tag Client
• Convert to Contact
• Add to Deal Log