This type of automation helps you take action when a new email contains a specific subject line or keyword , like “Support Request,” “Invoice,” or “Contact Form.”

Step 1: Access the Workflow Automation Panel #

1. Go to Workflow from the sidebar menu.
2. Click the + Create Workflow button in the top-right corner.

Step 2: Set Up the Trigger #

1. Enter a meaningful Workflow Name. e.g., “Tag Support Emails” or “Contact Form Handler.”
2. Under the Inbox tab, choose New Message Received as the trigger.

Step 3: Define the Subject Condition #

1. Under the IF section:
   • Choose Subject from the dropdown.
   • Choose a condition type:
     • Contains – if you’re looking for a word/phrase within the subject.
     • Match – if the subject must exactly match your input.
2. Enter the subject line or keyword you want to watch for.
   Example: [Contact Form], Support, Invoice #

You can add multiple subject-related conditions if needed using + Add Condition.

Step 4: Choose What Should Happen (Then) #

Now it’s time to tell Taskip what to do when the subject condition is met.

Some useful actions:

• Assign Tag – Example: “Contact Form”, “Urgent”
• Move to Folder – Organize messages into inbox sections
• Assign to Team Member – Automatically assign to the right person
• Reply Email – Send an acknowledgment or automated response
• Convert to Contact or Convert to Deal
• Delete Conversation – it will delete the Email
• Trigger Web-hook Call – it will trigger a web-hook call

You can chain multiple actions together using + Add Action.

Step 5: Save and Activate #

• Click Create Workflow to save it.
• The automation will appear in your workflow list and should be marked Active.

Once set, Taskip will watch every incoming email and act immediately when a subject matches your rule.

Example: Automatically Handle Contact Form Submissions #

Workflow Name: Auto-Tag Contact Form Emails
Condition: Subject contains [Contact Form]
Actions:

• Assign tag Contact Form
• Convert to Contact
• Notify Team Member