Workflow Trigger

The Inbound Email workflow trigger allows you to automate actions whenever a new email is received on your mailboxes. Whether the sender is an existing contact or someone entirely new, this trigger gives you granular control over how inbound emails enter your workflows – so you can capture leads, route conversations, and respond faster than ever.

What is the Inbound Email Workflow Trigger?

The Inbound Email trigger fires when an inbound email is received on your mailboxes. Unlike the existing Customer Replied trigger (which activates when a contact replies to a message you sent), the Inbound Email trigger is designed to capture all inbound emails – including cold emails from brand-new senders who are not yet in your CRM.

This trigger handles three types of inbound emails:

Cold Emails – New emails from unknown senders (not in your contacts).
Warm Emails – New emails from known senders (existing contacts in your CRM).
Customer Replies – Replies from known senders to an existing email thread (optional, controlled via a setting).

⚠️ Important: Only email domains configured with LC Email or Mailgun dedicated domains can track inbound emails with this trigger. Two-way sync (Gmail/Outlook), shared domains and other SMTP setups do not support cold inbound email capture.

Prerequisites: Supported Email Configurations

Before configuring this trigger, ensure your sub-account has a supported email setup. The Inbound Email trigger works only for locations configured with:

LC Email dedicated domain
Mailgun dedicated domain

If your sub-account does not have a supported dedicated domain configured, it will not capture all types of inbound emails. You will see a banner that will appear in the trigger UI based on your configuration

Key points about dedicated domains and inbound email:

Any email sent to your dedicated domain will be captured, regardless of the name before the @ symbol. For example, if your domain is acme.com, emails sent to sales@acme.com, support@acme.com, or random@acme.com will all be captured.
Each sub-account should have a unique dedicated email subdomain. If the same domain is configured across multiple sub-accounts, incoming emails may be routed unpredictably.
If a non-dedicated domain email setup is configured (e.g., Gmail / Outlook only), the user will be redirected toward email configuration or shown clear guidance that the trigger will not reliably capture cold inbound emails.

Email Behavior Across Different Email Setups

The table below summarizes how inbound email behaves across different email configurations. This will help you understand which setups support the Inbound Email trigger.

Email Setup Type	Cold Inbound Email Captured	Existing Contact Inbound Email
LC Email – Shared Domain	No	Yes (for replies to emails sent from Omnix)
Dedicated Domain – Mailgun or LC Email	Yes	Yes
Two-Way Sync (Gmail / Outlook)	No	Yes
Other SMTP (SendGrid, Custom)	No	Yes

Key Benefits of Using the Inbound Email Trigger

Capture cold inbound emails: Automate workflows for first-time emails from unknown senders – a gap that the Customer Replied trigger does not address.
Inbox-based routing: Use the To / Mailbox filter to route emails by inbox (e.g., sales@ vs. support@).
Subject-driven automations: Trigger specific workflows based on email subject lines (e.g., refund requests, resumes, warmup emails).
Granular filtering: Filter by From, CC, Body, and Attachments to narrow down exactly which emails should enter a workflow.
Reply tracking control: Choose whether replies in existing threads should also fire this trigger, preventing unwanted re-triggering.

How to Set Up the Inbound Email Trigger in Workflows

A clean trigger setup prevents misfires and keeps your automation predictable. Follow these steps to add and configure the Inbound Email trigger.

Log in to your sub-account.
Navigate to Automations > Workflows.
Create a new workflow or open an existing one.
Click on the + Add New Trigger button -> Select Inbound Email from the trigger list.

Enter a clear Trigger Name so it is easy to identify later (e.g., “New Lead from Sales Inbox”).
Click + Add Filters to narrow when the workflow should run (see the Trigger Filters section below for all available options).
Configure the Trigger Settings checkboxes (Track replies in existing threads, Automatically create a contact). See the Trigger Settings section below.
Click Save Trigger.
Add your relevant workflow actions (e.g., Send Email, Create Contact, Add Tag, Assign to User), then Publish the workflow.

Trigger Filters

Filters let you control exactly which inbound emails should activate the workflow. You can combine multiple filters to create precise conditions. Multiple entries can be added using comma separation where supported.

Filter Name	Operators	Example(s)	Notes / Behavior
Email Sent To / Mailbox	Equals, Is any of, Contains, Does not contain	sales@acme.com (equals)@acme.com (contains)	Equals: passes only if the specified email is present in the To / Mailbox field. Is any of: passes if ANY address in the To header matches (supports comma-separated values). Contains / Does Not Contain: substring match on each address.
From	Equals, Contains, Does not contain	john@lead.com@lead.com	Always a single value. Matches the extracted email address, not the display name. Case-insensitive.
CC	Equals, Is any of, Contains, Does not contain	manager@acme.com@acme.com	Equals: passes only if the specified email is present in the CC field. Is any of: passes if ANY address in the To header matches (supports comma-separated values). Contains / Does Not Contain: substring match on each address.
Subject	Equals, Contains, Does not contain	Contains: refund Equals: Request for Quote	Case-insensitive match. Whitespace is trimmed before comparison.
Body (plain text)	Contains, Does not contain	Contains: Order ID:	Matching is run on the plain-text body by default.
Has Attachments	Is true / Is false	TRUE	When set to true, enables attachment-specific downstream actions.
Replied to Workflow	Is, Is not	Select a specific workflow	Filters based on whether the message sent from a specific workflow. Useful for isolating replies to a particular automation. Case-insensitive match. Whitespace is trimmed before

Advanced Settings

The Inbound Email trigger includes an Advanced Settings section (collapsible) that gives you more control over its behavior. Click the Advanced Settings chevron to expand the section.

Trigger Only for New Email Conversations

Type: Toggle | Default: Off

When OFF (default), the trigger fires for all inbound emails, including replies within existing email threads.
When ON, the trigger fires only when a new inbound email conversation starts (i.e., a first message, not a reply to an existing thread).

This setting is useful if you want to avoid the trigger firing repeatedly for every back-and-forth reply in an ongoing conversation. Enable this toggle if your workflow should only capture the first inbound email in a thread (e.g., new lead capture, first-touch autoresponder scenarios).

Custom Value Picker Fields

The Inbound Email trigger makes the following custom values available for use in your workflow actions and If/Else conditions. You can use these to personalize follow-up emails, route conversations, parse email content, and more.

Custom Value	Description
{{inbound.email.message_id}}	Unique message ID of the inbound email
{{inbound.email.subject}}	Subject line of the inbound email
{{inbound.email.body_plain}}	Plain-text body content of the email
{{inbound.email.from.email}}	Sender’s email address
{{inbound.email.from.name}}	Sender’s display name
{{inbound.email.cc}}	CC recipients of the inbound email
{{inbound.email.attachments}}	Attachment details (file names, types, sizes)

Use Cases of the Inbound Email Trigger

Use these examples as templates to build automations that match real inbound email scenarios.

Lead Capture from Cold Inbound Emails

Trigger: Inbound Email
Filters: To / Mailbox = sales@yourdomain.com
Actions: Create contact (auto), assign to pipeline stage “New Lead,” send acknowledgement email, start lead nurturing sequence.

Team Routing by Inbox

Trigger: Inbound Email
Filters: To / Mailbox contains @yourdomain.com
Actions: Use an If/Else action to check the To / Mailbox value. Route sales@ emails to the SDR queue, support@ emails to the ticket workflow, and billing@ emails to the finance team.

First-Touch Autoresponder with AI

Trigger: Inbound Email
Settings: Track replies in existing threads = Off (fire only for new threads)
Actions: Use the AI Prompt (ChatGPT) action to generate a personalized response based on the email body, then send it as an auto-reply.

Subject-Driven Automations

Trigger: Inbound Email
Filters: Subject contains “refund”
Actions: Escalate to a manager, create a support ticket, apply a “Refund Request” tag.

Ops & Compliance: Attachment-Based Workflows

Trigger: Inbound Email
Filters: Has Attachments = True
Actions: Notify the ops team, tag the contact, move the opportunity to the next pipeline stage (e.g., “Signed Docs Received”).

Unknown-Sender Capture

Trigger: Inbound Email
Settings: Automatically create a contact = On
Actions: Auto-create a contact from the sender’s info, add a “New Inbound” tag, assign to a user, start a follow-up workflow.

Frequently Asked Questions

Q: How is the Inbound Email trigger different from Customer Replied?

The Customer Replied trigger fires when a contact replies to a message you have already sent. The Inbound Email trigger fires on any inbound email – including cold emails from unknown senders. If you need to capture first-contact emails or emails from people not yet in your CRM, use the Inbound Email trigger.

Q: Which email setups support this trigger?

Only LC Email and Mailgun dedicated domains support full inbound email capture. Two-way sync (Gmail/Outlook) and other SMTP providers will not reliably capture cold inbound emails for this trigger.

Q: Will my existing Customer Replied workflows break?

No. The Customer Replied trigger continues to work exactly as before. The Inbound Email trigger is a separate, new trigger. Your existing configurations are not affected.

Q: Can emails fire both the Inbound Email trigger and the Customer Replied trigger?

It is possible for an email to match both triggers if both are configured in separate workflows. To avoid conflicting scenarios, review your trigger filters and use the “Track replies in existing threads” setting to control overlap.

Q: What happens if the same domain is configured in multiple sub-accounts?

If the same dedicated domain is used across multiple sub-accounts, incoming emails may be routed unpredictably. Each sub-account should have a unique dedicated email subdomain to ensure reliable routing.

Q: Can I use this trigger to auto-create contacts?

Yes. Enable the “Automatically create a contact if no contact is present” checkbox. The contact will be created with the sender’s name, email, and source set to “Workflow.”

Q: Can I prevent the trigger from firing on every reply in a thread?

Yes. Uncheck the “Track replies in existing threads” setting. When disabled, the trigger fires only for new inbound emails / new threads.

Q: What custom values are available in workflow actions?

You can use custom values for message ID, subject, body (plain text), from email, from name, CC, and attachments. See the Custom Value Picker Fields section above for the full list.

Q: Can I filter emails based on multiple criteria?

Yes. You can combine multiple filters (e.g., To / Mailbox + Subject + Has Attachments) to create precise conditions for when the workflow should run.

Workflows

Getting Started with Workflows

A List of Workflow Triggers

Workflow Trigger – Customer Replied

Email Configuration & Setup

What is LC Email? – Overview of LC Email as the primary email service provider, including sending limits and setup requirements.

Dedicated Email Sending Domains Overview & Setup – How to configure LC Email dedicated sending domains, DNS verification, and domain refactoring.

Mailgun – Overview – Mailgun as a third-party email delivery service, domain setup options (shared vs. client-specific subdomains).

Cold Email Inbound Setup Mailgun – MX record configuration, subdomain vs. root domain setup, and how inbound emails are routed to conversations via Mailgun.

Email Services Configuration – Reply & Forward Settings – Reply-to address configuration, forwarding rules, and BCC settings that affect how inbound replies are captured.

Sending Priority – From Name & Address – How the sender email priority hierarchy works for manual vs. automated emails, affecting reply routing.

Two-Way Email Sync

How to Set Up Two Way Email Sync for Gmail – Gmail bidirectional sync setup, inbound capture from contacts, and daily limits (500 emails/day).

Two Way Email Sync for Outlook – Outlook bidirectional sync, inbound capture behavior, and attachment size restrictions (3 MB max).

Troubleshooting

When Email Replies Are Not Showing Up in Conversation – Troubleshooting guide for inbound email capture failures, including Mailgun receiving route and MX record verification.

Mail Loop Detected – Resolve Email Routing Conflicts – How to identify and fix email routing loops and circular forwarding rules that can impact inbound email reliability.

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