Define rules to process incoming emails
Define your email-related business processes using Inbound Email Flows. Manage emails along with your customer service processes through a visual Flow Designer interface without having to design or request complex scripts.
Before you begin
Role required: admin, sn_customerservice_manager
About this task
Email flows use conditional logic to incorporate multiple business processes into one flow. When designing inbound email flows, note the following:
- The execution order of the inbound email flows comes before inbound actions. For example, if an email flow executes, it prevents the execution of inbound actions.
- The user who sends an email should have the necessary roles to perform the operations specified in the flow. Otherwise the system stops the operation.
Procedure
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Create an inbound email flow.
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Navigate to All > Process Automation > Flow Designer.
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Select one of the following flows.
- Create Case from Email: Creates a case when a user sends a new email.
- Update Case via Reply: Updates a case when you use the reply option.
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Select Edit Flow.
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Select the Inbound Email trigger.
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Modify the default email filter conditions or select New Criteria to add conditions.
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Select a Reply Record Type table.
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Select Done.
-
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Edit the flow.
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Select an existing action and expand it.
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Provide information for the action or select the add icon (+) to add a new action, flow logic, or subflow.
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Select Done.
-
-
Finalize the rule.
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Verify the email flow and modify it if necessary.
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Select Save.
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Select Activate.
-
-
Select Activate.
The defined inbound email flow is activated.
Related topics
---
title: Define rules to process incoming emails
description: Define your email-related business processes using Inbound Email Flows. Manage emails along with your customer service processes through a visual Flow Designer interface without having to design or request complex scripts.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/define-process-incoming-emails.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Configure process rules for incoming emails, Email to case, Configure Email, Configure omnichannel, Configure, Customer Service Management]
---
# Define rules to process incoming emails
Define your email-related business processes using Inbound Email Flows. Manage emails along with your customer service processes through a visual **Flow Designer** interface without having to design or request complex scripts.
## Before you begin
Role required: admin, sn\_customerservice\_manager
## About this task
Email flows use conditional logic to incorporate multiple business processes into one flow. When designing inbound email flows, note the following:
- The execution order of the inbound email flows comes before inbound actions. For example, if an email flow executes, it prevents the execution of inbound actions.
- The user who sends an email should have the necessary roles to perform the operations specified in the flow. Otherwise the system stops the operation.
## Procedure
1. Create an inbound email flow.
1. Navigate to **All** > **Process Automation** > **Flow Designer**.
2. Select one of the following flows.
- **Create Case from Email**: Creates a case when a user sends a new email.
- **Update Case via Reply**: Updates a case when you use the reply option.
3. Select **Edit Flow**.
4. Select the **Inbound Email** trigger.
5. Modify the default email filter conditions or select **New Criteria** to add conditions.
6. Select a Reply Record Type table.
7. Select **Done**.
2. Edit the flow.
1. Select an existing action and expand it.
2. Provide information for the action or select the add icon \(+\) to add a new action, flow logic, or subflow.
3. Select **Done**.
3. Finalize the rule.
1. Verify the email flow and modify it if necessary.
2. Select **Save**.
3. Select **Activate**.
4. Select **Activate**.
The defined inbound email flow is activated.
**Related topics**
[Building flows](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/build-workflows/flows.md)
[Building custom actions](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/build-workflows/actions.md)
| title | Define rules to process incoming emails |
| description | Define your email-related business processes using Inbound Email Flows. Manage emails along with your customer service processes through a visual Flow Designer interface without having to design or request complex scripts. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/customer-service-management/define-process-incoming-emails.html |
| release | australia |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Configure process rules for incoming emailsEmail to caseConfigure EmailConfigure omnichannelConfigureCustomer Service Management |