Describe the problem/error/question
I am trying to setup a workfow whereby when an email with a specific subject is received, it then creates a case in Salesforce with the Description field filled out from the email’s body. It would also have the subject as the email subject.
The other part is that when a response to that same email is received, it would then create a case comment note on that same Salesforce case. Is this possible to do?
What is the error message (if any)?
Please share your workflow
None at this time. Just a question.
(Select the nodes on your canvas and use the keyboard shortcuts CMD+C/CTRL+C and CMD+V/CTRL+V to copy and paste the workflow.)
Share the output returned by the last node
Information on your n8n setup
- n8n version:
- Database (default: SQLite):
- n8n EXECUTIONS_PROCESS setting (default: own, main):
- Running n8n via (Docker, npm, n8n cloud, desktop app):
- Operating system:
Hi @Awpolt, welcome to the community!
It sounds like both ideas are doable using n8n. For creating the case you’d simply use the Case → Create operation on the Salesforce node, then add the Description field and reference the body text of the incoming email.
For adding a case comment you’d need two Sales nodes here after receiving an email. First, a Salesforce node on which you’d use the Case → Get Many operation and add a Condition to filter cases by Subject. Then, once you’ve found your case use another Salesforce node with the Case → Add Comment operation, filling in the ID of the case you’ve found in the previous step and the body text from your email.
Hope this helps!