Email Integration with Smax SaaS

Hi, good afternoon. We need to integrate Smax (SaaS) with email, in which emails should open specific offerings. With the two manual links below, we have a few questions. Could you help us with these?

  1. For emails that don’t use Office 365, do we always need OBP?
  2. The layout and structure of this email aren’t clear. Am I able to direct texts to a specific field, or is it standard? For example, is the subject line the offering’s title, and does the body text of the email go to a specific field?
  3. To open more than one type of offering, do I need multiple email inboxes, or can I open an offering based on the email subject, for example?

Below are the manual links I used to understand the integration. If you have any additional material on this, I would really appreciate it.

Configure email integration - Enterprise Service Management

Integration Studio—Microsoft 365 email integration - Enterprise Service Management

Thank you very much.

  • Suggested Answer

    0  

    Hi Nivaldo,

    1) Yes, if you want to use an external email system this is normally connected too via the OPB. However if you use Office 365 then yes, you can also use the Integration Studio which uses an Agentless connection instead.

    2) Normally the subject of the email is used for the Title of the Request. Then the email body is placed within the description of the Request. If there are any attachments to the email these are then added as Attachments within the Request.

    3) When using the Create Request within the Integration you get to choose one Offering as your default based upon an Endpoint. So once you've configured the Email integration to you external system you can create more then one Endpoint to use the same email inbox. Just configure the specific Default Offering for that Endpoint that you want to use in order to create a Request.

  • 0

    Hi,

    In some cases we are using Connect-IT to create/update requests by email. It is good for creating tickets with different offerings from different sources. You can either use OO in some cases as well.