Setup a Mailbox General Support
The first thing you'll need to do is create a mailbox when you login the first time. You can manually forward emails or utilize rules in Outlook or filters in Gmail to forward emails to the system automatically. Alternatively if have other software that can send emails directly you can set those up to send directly to the new email created.
Here are three helpful articles to show you how to forward from Gmail and Office 365/Outlook.
You can click on the copy icon next to the mailbox to copy the email address you just created.
Once you send in some emails click on Documents
Then click into the document subject to begin setting up the parsing rules.
Zapier Integration Setup General Support
To setup a connection from Alert Manager to Zapier open up Alert Manager and generate an API key under Settings -> API Keys. Then click Add.
Give it a name and set the appropriate expiration period, then click Confirm.
Click on Copy for the key:
Now login to your Zapier account or create a new account on https://www.zapier.com
Click on My Apps, Then click on Add Connection as shown below:
Search for "AlertManager" and click on Connect and then utilize your API key to connect.
Once you have the app connected you can target any data view you created from the email parser setup and the system can automatically parse/update data in 4500+ Zapier apps.
Slack Integration Setup General Support
Create application in your Slack account
To connect your alerts via Notifications to Slack please follow the instructions below:
- Create new Application using menu “From an app manifest”
- Select your workspace
- Insert custom yaml into the form
<div> <img src="https://app.alertmanager.io/static/media/copyGrey.7d9bc2cf.svg" alt="iconCopy" style="top: 0px; right: 0px; margin: 1rem; position: absolute;"> <code>_metadata: major_version: 1 minor_version: 1 display_information: name: AlertManagerApp features: bot_user: display_name: AlertManagerApp always_online: false oauth_config: scopes: bot: - incoming-webhook settings: org_deploy_enabled: false socket_mode_enabled: false token_rotation_enabled: false
- Install your App into workspace and allow to send messages to a certain channel
- Get the web hook Url
- Open Notifications - Slack settings and put web hook Url here
- Test the hook url (you have to see the green result and the message in your slack channel).
Microsoft Teams Integration General Support
Create MS Teams integration
To add a possibility to send messages to a MS Teams you need to do the following:
- Open MS Teams application and required channel
- Open channel connections
- Find Incoming Webhook connection. Add and configure it
- Provide name, image and press "create"
- get the Webhook URL
- Open Notifications - MS Teams settings and put web hook Url here
- Test the hook url (you have to see the green result and the message in your Teams channel).
Create Ticketing Notifications General Support
When creating ticket notifications, you can use the variables from emails you process to inject them directly into the subject or ticket description.
In the example below you can click on the plus button next to Ticket Subject or Body and you can see the fields you have processed. In the case below you can select "What Happened", What SophosHasDoneSoFar and What you need to do and all of that data would go into the body of the ticket. You can leverage fields like "Company Name, What Happened and Urgency" in the ticket subject. For both fields you can utilize a mix of text and variables provided to get the most relevant information in the ticket. You could additionally link any processes that may be relevant to resolving the issue for your techs.
The Email Date and URL are standard fields we provide that you can inject automatically in the ticket.
Email Date provides the date/time stamp the email was received.
Email URL provides the user the ability to click and see the original email we processed as it came in with all information.
Add new Parser General Support
Create New Parser
Click on the subject of the email you wish to parse:
Click on Add Parser
Once the parsing window opens up you will see tabs for HTML, Text, JSON and any document files showing. In this case we will select the Lead Document.docx file we wish to parse data from.
Give the parser a name. For example if you were parsing Hubspot emails you might want to name it "Hubspot". In this case we have added two identifying rules to ensure that we process all emails that contain the subject and are from the right person. You can add one or more rules to ensure you only parse the emails that are needed.
Click on Add Data Express and start selecting data from the email.
Then select the data you wish to extract from the email or attachment. A pop up will show the name of the field if we are able to automatically determine it. If not you can customize the name yourself and click on the arrow to save it.
You can adjust the settings to the right for how we process the data by selecting the occurrence. For example if there are more than one name in the email that you want to gather you can select all occurrences. If it is just this one you can select first occurrence or selected element. Click on Submit. Then click on test to verify that the data you are trying to parse is showing up properly.
You can see the output of the clicking test and we can see that it has properly parsed the name Patrick Leonard.
We can now click on ADD DATA EXPR again to add more fields.
Once you have selected all the fields you must also select at least one ID field in the field transformer. This is how the system will logically group the data you select for viewing. In general you could select a company name, persons name, date or anything else as an identifying field. You only need one but you can group by more than one ID field if needed.
You should now see the email status as processed and the email parser you created assigned to that email.
The system will now parse the fields selected and setup a data view for you to see the data you parsed. You can rename and change the fields that are displayed in the data view on screen or in the data views section.