Sender Org By Hostname
Introduction
This workflow automatically assigns organizations to new senders based on their email @hostname.
Installation
This workflow is built into Cerb 11.0+. It will automatically update.
You can enable it from Search » Workflows » (+) » Sender Org By Hostname.
Usage
Assigning email hostnames to organizations
Navigate to Search » Organizations.
Edit an organization record.
Click the Add Fieldset button and select Sender Org By Hostname.
In the Email Hostnames: field, click the (+) button and add an email hostname like hostname.example. This is the part after the @ in an email address.
Click the Save Changes button.
When you receive a message from a new email address at that hostname it will automatically be assigned to the organization. This drastically simplifies workflows like Service Level Agreements (SLAs).
Reference
You can build your own Sender Org By Hostname workflow using this template as a reference.
Change occurrences of cerb.email.org_by_hostname to your own workflow identifier. Use a prefix based on a domain you own (e.g. com.example.workflow).
workflow:
name: cerb.email.org_by_hostname
version: 2024-10-17T00:00:00Z
description: Automatically assign organizations to new senders based on their email hostname
website: https://cerb.ai/workflows/cerb.email.org_by_hostname/
requirements:
cerb_version: >=11.0 <11.1
cerb_plugins: cerberusweb.core
extensions:
activity:
id: cerb.email.org_by_hostname.assign
label: Org Auto-Assigned
message: {{actor}} assigned {{target}} to {{org}}
records:
custom_fieldset/fieldset_sender_assignment:
fields:
name: Sender Org By Hostname
context: org
owner__context: app
owner_id@int: 0
custom_field/field_sender_assignment_hostnames:
fields:
name: Email Hostnames
context: org
uri: email_hostnames
custom_fieldset_id: {{records.fieldset_sender_assignment.id}}
type: M
pos@int: 1
automation/automation_assign_by_host:
fields:
name: cerb.email.org_by_hostname.assign
extension_id: cerb.trigger.mail.filter
description: Assign organizations to new senders based on their email hostname
#workflow_id: {{workflow_id}}
script@raw:
start:
outcome/validation:
if@bool: {{email_sender_org_id}}
then:
return:
# Find an organization by email sender @host
record.search/org:
output: result_org
inputs:
record_type: org
record_query: senderOrgByHostname.emailHostnames:${host} limit:1
record_query_params:
host: {{email_sender_host}}
on_success:
outcome/found:
if@bool: {{result_org.id}}
then:
api.command:
output: api_results
inputs:
name: cerb.commands.activity.log
params:
activity_point: cerb.email.org_by_hostname.assign
actor_record_type: app
actor_record_id@int: 0
target_record_type: address
target_record_id@int: {{email_sender_id}}
entry:
message@raw: {{actor}} assigned {{target}} to org {{org}}
variables:
org: {{result_org.name}}
urls:
org: cerb:org:{{result_org.id}}
return:
set:
email_sender_org_id@int: {{result_org.id}}
policy_kata@raw:
commands:
api.command:
deny/name@bool: {{inputs.name not in ['cerb.commands.activity.log']}}
allow@bool: yes
record.search:
deny/type@bool: {{inputs.record_type is not record type ('org')}}
allow@bool: yes
automation_event_listener/listener_mail_filter:
fields:
name: Sender Org By Hostname
event_name: mail.filter
priority: 1
is_disabled: 0
event_kata@raw:
automation/assign:
uri: cerb:automation:cerb.email.org_by_hostname.assign
# Skip when sender has an org assigned
disabled@bool: {{email_sender_org_id}}