Email Integration

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Purpose

There are a number of scenarios when email integration is very useful. For example, if you require an enquiry to be sent to a Pengower system, the information can be linked to an application (e.g. this content can be accessed in Communication section of a Client Account).


How to integrate emails into a Pengower system and access email parameters

Script example:

The example below shows as how we can integrate external emails to the Pengower apps.


//#LONG_RUN
//--upload the email communications from the pengower email server--
Set mssArr = Get "Mail Server Settings"
Set mss = mssArr[1]
Set server = "" + mss["Server"]
//Get server replacement text  ---
Set account = "" + mss["Account"]
Set password = "" + mss["Password"]
If (server = "") Or (account = "") Or (password = "")
	Output = "No email integration details"
	Return_Ok
EndIf

//Open email account	
Set ans = Do Open Email Account Params Server = server, Account = account, Password = password
If ans != "ok"
	Output = "Unable to open email account. This is probably because the system is currently processing the email upload. Your emails will be uploaded via this process."
	Return_Ok
EndIf

//get all emails in the email account
Set arr = Do Get Emails Params Server = server, Account = account, Password = password
//close email account
Do Close Email Account Params Server = server, Account = account, Password = password
Set str = “”

//Loop through each downloaded email
For i = 1  To arr.Count
	Set e = arr[i]
	Set from = e.From
	Set to = e.To
	Set CCd = e.CC
	Set origA = e.Originator
	Set origToA = e.OriginalTo
	Set bdy = "" + e.Body
	Set subject = "" + e.Subject
Set str = str + “Email No.” + i + “<br>” + "From:-" + from + "--To:-" + to + "--Originator:-" + orig + "--origTo:-" + origTo + "--Copy:-" + CCd + “ – Subject:-” + subject + “ – Body:-“ + bdy + “<br><br>”
	Report = "Downloading email " + i + " of " + arr.Count + "..."
	Progress = i * 100 / arr.Count
Next 

//Output the information downloaded from the email
Output = str
Return_Ok


Script Explained:

//--upload the email communications from the pengower email server--

Mail Server Settings (Type) tells the system which email address to select
E.g.

  • "Server" - Pengower
  • "Account" - Email ID Name
  • "Password" - Email ID Password

and checks if the Account/Password are OK.


//get all emails in the email account
The script opens the email account to do a particular process and it must be then closed.


//Loop through each downloaded email
For every email, it can pick up the attributes (From, To, 'CC etc)
E.g.

$Firstname#lastname$ - should be in the subject line (stick to a format)

  • From - Pengower
  • To - ABC Inc
  • CC - admin@pengower.com

etc