Category: Zap Email Parser

Zap Email Parser To request trial, please follow the below steps: Step 1: Request solution file: Email support@zapobjects.com to request solution file. Please mention: – Company Name: – Contact Phone: – Need Demo: Yes / No – Requirements in brief: You can expect a response within 1-business day. Please use only official email address for […]

Zap Email Parser extracts the information from  emails to create Dynamics 365 CE / Power Apps (Model-Driven)  records. Now added support for Power Apps too! (June 2020) The information to be extracted and the destination fields in record are specified using parsing rules. The configuration record also  specifies the Queue to which emails will be […]

Below 2 security roles are available: Zap EP Admin: This security role is needed to configure “Email Parser” App. Zap EP Read Only: This security role is to be given to users who need to have read only permissions for event log or to view existing email parser configurations.  

Zap Email Parser supports below field data-types: Single line text Multi-line text 2-Option Set Option-Set Date-Time Owner Lookup Currency Floating-Point Whole Number Decimal Currency Lookups Below are few points to note: Option-Set: Here the extracted text is matched against the option-set values. You can also use partial names. For example, text “trade” would be automatically […]

You can set default values for certain fields of the newly created record by creating parsing rules. Let’s consider an example of setting the default value for lead topic and owner when new lead is being created using Zap Email Parser: Below are the parsing rules that need be created: Parsing Rule 1: for setting […]

Now you can backup and restore templates (and parsing rules) from one environment to another (or same-one). Below are the steps to create a Backup: Browse to Zap EP Templates. Select all the templates that need to be backed up and click button “Create Backup”. Based on number of templates that need to be backed […]