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How to run an Inbox automation based on sender Email

How to Run an Inbox Automation Based on Sender Email in Taskip

Use this automation when you want to trigger actions for messages coming from specific email addresses , like leads, clients, or support notifications.

Step 1: Access Your Workflows

  1. From the left menu, go to Workflow.
  2. Click + Create Workflow at the top right.

Step 2: Choose Trigger Type

  1. Give your workflow a name like: Lead Follow-Up, Delete Auto Replies, or Tag Priority Clients.
  2. Select Inbox as the category.
  3. Choose the trigger: New Email Received.

Step 3: Set Condition – “From Specific Sender”

  1. Under the IF section, choose:
    • From Specific Sender (as shown in image 2)
    • Condition type: Match
  2. Enter the sender’s email address (example: email@example.com)
    • You can add multiple emails separated by commas or pressing Enter.

Step 4: Choose Actions to Perform

Now decide what Taskip should do when an email from the selected sender arrives:

Examples from the Then menu:

  • Reply Email – auto-respond to the sender
  • Assign Tag – e.g., “High Priority”, “Client”
  • Create Task – assign to a team member
  • Convert to Deal – start a deal in the Sales Pipeline
  • Convert to Contact – save them as a contact
  • Convert to Support Ticket – log it for your helpdesk
  • Delete Conversation – it will delete the Email
  • Trigger Web-hook Call – it will trigger a web-hook call

You can add multiple actions using + Add Action.

Step 5: Save and Activate

  • Click Create Workflow to save your automation.
  • Make sure it’s listed as Active in your workflow dashboard.

Now, every time a message comes in from the specified sender(s), your defined actions will run — no manual steps needed.

Example: Auto-Tag and Convert Client Emails

Workflow Name: VIP Client Handler
Condition: From Specific Sender = client@vipmail.com
Actions:

  • Assign tag Client
  • Convert to Contact
  • Add to Deal Log