Build IF/THEN rules that route, tag, and assign emails automatically — without writing code. Header rules run instantly.
Header-based rules trigger on email metadata — sender, subject, labels — without fetching the email body. This means they execute instantly when an email arrives, keeping your workflow fast and your privacy intact.
Pro users can also build body-parsing rules that match against email content for more precise routing. Combine header and body conditions with AND/OR logic for maximum flexibility.
Rule Examples
Subject contains "support"
THEN
Create ticket → Assign to Support team
Sender is "billing@client.com"
THEN
Tag as "billing" → Assign to Finance
Label is "INBOX" AND Subject contains "urgent"
THEN
Create ticket → Set priority High → Notify manager
Body contains "cancel subscription"
THEN
Create opportunity → Stage: At Risk → Assign to Account Manager
Contact your partner for access, or become a partner yourself.