Link to Item in Outlook Integration

Platform discussions
, , ,
1

Hi All

HAs anyone been able to include a link in the Outlook integration - That links back to the pulse. There are built-in metadata tags for all the columns but not a link to the pulse

Thanks in advance.

1 Like
2

Hey @SirScannell,

Thanks for posting about this! Like you said, there’s not a way to link back to the pulse at the moment. What would you think about putting the link to the board in the email instead? Would that get you part of the way there?

Feel free to let me know!

3

Yes I did and it works fine.

This is what I did

Form submission (Monday form) goes into group called Form submissions.

I then have a automation that changes the status of a new item is created in that group called “form submitted”

Then I have an email integration with outlook to send an email to the form submitter based on the email they added to the form which goes to the email column on status changing to form submitted.

The email is composed with the {pulse id} in the subject

Dear {first name}
Thank you for submitting a request bla bla bla bla
Regards

Then I also add the pulse of tag into the body in the signature called form submission number {pulse id}

Then if the person replies to the email sent I have a outlook an integration that checks for the pulse id in the subject and another one for the body and in such case it finds it it add an an update to the matching pulse.

I literally set this up a couple of days ago and works fine so far no issues. If the person relying changed the subject and deleted then pulse I’d also from the reply then it would not receive but that highly unlikely.

The only thing is that you cannot reply to the email again although I made a work around for that although it’s not pretty here it is.

I created a text field called email reply and have a status at the end called send email.

I type the reply in the text field and I have a email sent when status changes from any thing to anything for that status column. The email uses this column in the email body.

I know Monday are working on a 2 way email system in Monday as they asked for beta testers but I am not sure what it will offer at this moment so in the meantime this is how I am managing it.

You can also ask outlook to check for other parameters but the pulse of is for sure unique so I used that.

Hope it helps you.

4

Hi nealb,

Interested to know how you managed to do the following on a dynamic basis:

Then if the person replies to the email sent I have a outlook an integration that checks for the pulse id in the subject and another one for the body and in such case it finds it it add an an update to the matching pulse.

Am I reading correctly that you managed to have an integration that checks for pulse ID, and that the integration checks for different pulse ID’s every time?