InboxBridge

Creating Email Rules in InboxBridge

Email rules are the engine behind InboxBridge. Define conditions to match incoming emails and pair them with automated actions — from forwarding and labeling to auto-replying and routing to Slack. Rules run automatically so your team stays organized without manual sorting.

Step 1: Navigate to Rules

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In InboxBridge, click Rules in the left navigation. The rules list shows all your active and inactive rules, their conditions, and how many times each has been triggered.

  • Rules run in the order shown — drag to reorder by priority
  • Toggle any rule on or off without deleting it
  • The rule trigger count helps you identify your most active rules

Step 2: Create a Rule with Conditions

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Click New Rule and name it clearly (e.g., "Route VIP Client Emails"). Under Conditions, click Add Condition to define your matching criteria.

  • From: Sender's email address or domain contains a value
  • Subject: Subject line contains, starts with, or exactly matches text
  • Body contains: The email body includes specific keywords
  • Has attachment: Email contains a file attachment
  • Use Match ALL (AND) or Match ANY (OR) to combine conditions

Step 3: Add Actions

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Under Actions, define what happens when the conditions match. You can add multiple actions that all execute when the rule fires.

  • Forward: Forward the email to one or more email addresses
  • Label: Apply a color-coded label for easy filtering
  • Auto-reply: Send an automatic response using a template
  • Route to Slack: Post to a Slack channel with email details
  • Webhook: Send the email data to an external URL
  • Mark as read / Archive: Organizational cleanup actions

Step 4: Set Rule Priority Order

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The order of rules matters. Rules are evaluated top-to-bottom, and by default, an email can match multiple rules (and trigger all their actions). Reorder rules by dragging the handle on the left of each rule.

  • Enable Stop processing after this rule to prevent subsequent rules from applying to the same email
  • More specific rules should generally come before broader catch-all rules
  • Priority rules for VIP senders or critical keywords should be at the top

Step 5: Activate and Test Rules

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Save the rule and ensure it's toggled Active. Use the Test Rule feature to simulate an email against your conditions before going live.

  • Enter a sample From address, Subject, and Body in the test form
  • InboxBridge shows whether the email would match and which actions would fire
  • Check the Rule Logs after real emails arrive to verify the rule is working correctly

💡 Tip: Create a rule that automatically labels emails with your domain name in the subject (e.g., subject contains "invoice" or "payment") and routes them to your finance team — this keeps billing-related emails out of the general inbox and ensures they're never missed.