Salesforce / Gmail Flow Question

Questions
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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?

Thank you.

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:
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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!

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