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RoelofR
New Member

Conditions for 'On new mail with attachment'

I have some flows to process my monthly invoices. The attached PDF has its name formatted and forwarded to a Sharepoint folder, and it gets uploaded via an email to my accounting software.

 

I get the impression I misunderstand how the different settings/conditions stack/combine in the trigger.

 

When I test the flows, they work. When I have them live when the invoice comes in, the flows do not trigger at all. The current flow trigger I use is the 'On new mail with attachment' step, an example for a Hubspot invoice is shown below:

Screenshot 2021-08-03 at 09.44.07.png

 

I have understood this to be logic in the form of:

  • An email lands in my inbox,
  • From this specific sender,
  • With an attachment,
  • And this piece of text is contained in the subject line.

When all these conditions are met, the trigger fires, but somehow when Hubspot sends the invoice, nothing triggers. No error either.

 

When I clear the 'from' field and forward the Hubspot invoice to myself, the trigger fires, and the flow works like a charm.

 

What am I missing in how these conditions are used? Any recommendations?

 

 

 

6 REPLIES 6
annajhaveri
Super User
Super User

@RoelofR  does the from field matches with the from address of email sent by Hubspot? Does the email arrive in your inbox and is the trigger configured to use your account, you can see that in connections when you click on three dots on top right corner of trigger.

Regards,
Anna Jhaveri

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Dear @annajhaveri ,

 

  1. Yes, the address matches, it is copied. No spaces, etc. 
  2. The email arrives in the inbox, same in case the email is forwarded.
  3. Yes, the flow has the right connections and accounts connected.

Do you know how the 'hierarchy' of those conditions works? Are they combined with a logical 'AND' for example?

@RoelofR yes those conditions are combined logical AND, so if your email matches with from email address and subject filter should match and email should have attachment and email importance should be normal and when email arrives in Inbox folder.

Regards,
Anna Jhaveri

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Dear @annajhaveri. That is interesting. Because it matches those conditions but still does not trigger.

 

Hence the test, where I cleared the 'from' field and forwarded the Hubspot email. Then it fired off. But when I copy the email address from that message, it seems to ignore the email arriving in the inbox.

 

Do you know of any other tests I might try to get to the bottom of this?

@RoelofR How frequently do you get the hubspot emails? If its frequent then it would make it easy to test, can you create a separate flow with same trigger but no conditions configured in trigger, just to see if the flow triggers for hubspot email.

Regards,
Anna Jhaveri

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If you like my response, please give it a Thumbs Up.

Once a month. Good idea to create a copy of this flow to test it next time it comes around. Thanks!

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