Route, tag, and assign emails automatically — without writing code.
Header rules trigger on email metadata — the sender address, subject line, or Gmail/Outlook labels. Because they don't require fetching the email body, they execute instantly when an email arrives.
When to use header rules:
Example rule: IF Subject contains "invoice" AND Label is "inbox" THEN Tag as "billing" AND Assign to Finance team
Body-parsing rules fetch the full email body to match against content. This enables more precise matching but uses an additional API call per email.
When to use body rules:
Important: Body-parsing rules are available on the Pro plan only. Each body fetch counts against your API quota. Use header rules where possible for performance.
Rules support both AND and OR logic to build precise conditions.
AND logic: All conditions must be true for the rule to trigger. Example: Subject contains "urgent" AND Sender is "client@company.com"
OR logic: Any one condition being true triggers the rule. Example: Subject contains "support" OR Subject contains "help"
Combining AND/OR: You can mix AND and OR conditions within a single rule. Conditions are evaluated left to right. Use parentheses in the rule builder to group conditions.
When a rule triggers, you can execute one or more of the following actions:
Ticket actions:
CRM actions:
Inbox actions:
Notification actions: