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Email is a key part of the information associated with most business activity. Unfortunately in many businesses there is a separation between the email system and the system used to track matters, jobs, etc. In ActionStep we allow you to manage the email directly inside the actions thereby keeping track of the inbound and outbound correspondence all in one place. 

There is a lot of technical terminology around Internet email so please refer to the Email Terminology section at the end of his document for an explanation of some of terms used.

There are three ways to get mail into Actionstep:

  1. POP Mailbox on your domain. You can create a new mailbox on your existing domain and enter the connection details into Actionstep. Actionstep will then connect to this mailbox every 5 minutes (or whenever a user clicks "check for new mail") and download all messages in this mailbox.

  2. Mailgun Wildcard: As an alternative to a POP email address on your domain, Actionstep can create a Mailgun subdomain for you (typically <anything>@<your organization key>.actionstep.com). Any email sent to this subdomain will be instantly received by Actionstep (rather than waiting 5 minutes). You can select this option when you first signup for Actionstep.

  3. Outlook / Gmail Plugins: If you have one of our plugins installed in Outlook or Gmail then you can instantly copy the email and attachments to Actionstep from within those applications. Note: the plugins use the API to connect directly so you do not require a POP or Mailgun subdomain if you use this method exclusively. See Google Gadget or Microsoft Office Plugin.


Info
To help illustrate the various concepts we will assume your company name is ABC, Inc, your ActionStep organization key is abc, and your domain is abc.com with two current email addresses: john@abc.com, and mary@abc.com .

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Note

There is a known limitation with having a Google hosted wildcard or catchall mailbox configured to Actionstep which will mean that emails sent to multiple aliases will only be received in the Actionstep inbox of one of the aliases. Please see Known limitation of a Google hosted catch-all/Wildcard mailbox for more.