How to save emails in XML format in real time?

Modified on Thu, 14 Dec 2023 at 05:28 PM

An XML file is a text file that can be read by humans. In Automatic Email Manager, you can save or export emails in real-time in XML format by adding or editing a template to generate the file.


Step 1: Navigate to your workflow scenario within Automatic Email Manager

  • Add or edit the 'Save email' action
  • Specify the format as TEXT
  • Manually append the .xml extension in the 'File' field to define the output as an XML file

Step 2: Click on 'More options'

  • Select the 'xml-format' template, a pre-configured option containing essential email data
  • Click the 'Edit' link to access the template in a text editor, like Notepad
  • Modify the xml template to align with your specific requirements

action to save emails in xml

Step 3: Save the action

  • Once you have set your template and filename as expected, you can simply save the action. Now, the emails will be saved in XML format automatically in real-time.

Note: you can add in your scenario the action ‘Execute external program’ to run a script or call your ERP/CRM software to import the email in xml format.

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