How to Run Inbox Automation Based on Email Subject in Taskip

This type of automation helps you take action when a new email contains a specific subject line or keyword , like “Support Request,” “Invoice,” or “Contact Form.”

Step 1: Access the Workflow Automation Panel

Go to Workflow from the sidebar menu.
Click the + Create Workflow button in the top-right corner.

workflow automation

Step 2: Set Up the Trigger

Enter a meaningful Workflow Name. e.g., “Tag Support Emails” or “Contact Form Handler.”
Under the Inbox tab, choose New Message Received as the trigger.

Step 3: Define the Subject Condition

Under the IF section:
- Choose Subject from the dropdown.
- Choose a condition type:
  - Contains – if you’re looking for a word/phrase within the subject.
  - Match – if the subject must exactly match your input.
Enter the subject line or keyword you want to watch for.
Example: [Contact Form], Support, Invoice #

You can add multiple subject-related conditions if needed using + Add Condition.

Step 4: Choose What Should Happen (Then)

Now it’s time to tell Taskip what to do when the subject condition is met.

Some useful actions:

Assign Tag – Example: “Contact Form”, “Urgent”
Move to Folder – Organize messages into inbox sections
Assign to Team Member – Automatically assign to the right person
Reply Email – Send an acknowledgment or automated response
Convert to Contact or Convert to Deal
Delete Conversation – it will delete the Email
Trigger Web-hook Call – it will trigger a web-hook call

You can chain multiple actions together using + Add Action.

Step 5: Save and Activate

Click Create Workflow to save it.
The automation will appear in your workflow list and should be marked Active.

Once set, Taskip will watch every incoming email and act immediately when a subject matches your rule.

Example: Automatically Handle Contact Form Submissions #

Workflow Name: Auto-Tag Contact Form Emails
Condition: Subject contains [Contact Form]
Actions:
Assign tag Contact Form

Convert to Contact
Notify Team Member