Routing rules tell RELAY what to do with each inbound email. An email can match multiple rules and trigger multiple actions.

How rules are evaluated

When RELAY receives an email, it checks each rule in order. If the email matches the rule's conditions, the rule's action fires. If you want an email to match only one rule, enable "Stop after this rule" on the matching rule.

Creating a routing rule

Tell AVA:

"Create a routing rule: when an email arrives at [email protected], create a new item in the Podio Support Tickets app."

AVA will confirm and create the rule. You can refine it:

"Only create a new item if the sender is not already in our Client app."

"Set the Priority field to 'High' if the subject contains the word 'urgent'."

Match conditions

Rules can match on:

  • Recipient address (to, cc)
  • Sender address or domain
  • Subject line (contains, starts with, exact match)
  • Email body (contains specific text)
  • Any combination of the above

Actions

Rules can trigger:

  • Create a new Podio item (in a specified app)
  • Add a comment to an existing Podio item (matched by sender email or a field in the subject)
  • Update a field on an existing Podio item
  • Send an auto-reply
  • Do nothing (use to block specific senders)

Field mapping

When creating a Podio item, RELAY maps email content to fields:

  • Subject → a specified text field
  • Body → a text or comment field
  • Sender name → a person or text field
  • Sender email → an email field
  • Attachments → a file field

You define the mapping in the rule settings.

Related: How RELAY Works · Setting Up Auto-Reply Rules