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MailAssignment

Announce upcoming roles to subcontractors and receive responses through email

Magnus Burton avatar
Written by Magnus Burton
Updated this week

This integration is an add-on. Please contact your CSM or email support@cinode.com for more information.

Manager, Partner Manager, API and Admin permission level is required in Cinode to set up this integration.

Why use MailAssignment?

Streamline your subcontractor collaboration with Cinode’s MailAssignment. This functionality allows you to announce assignments directly to subcontractors via email—no need for them to log in or sign up. Subcontractors can respond by replying to the email, simplifying the feedback loop and saving you valuable time.

With this functionality you can:

  • Notify subcontractors quickly: Send assignment announcements directly from Cinode via fully customised and styled emails tailored to your brand.

  • Receive structured replies: Subcontractors respond via email, and replies—including attachments—are automatically matched and added to the correct request in Cinode.

  • Manage responses efficiently: Accept or decline submissions within Cinode and automatically notify the subcontractor via email.

  • Track response history: Additional messages from the subcontractor are captured and displayed chronologically, helping you maintain a clear communication trail.


What the MailAssignment integration does

MailAssignment provides an automated workflow for announcing and handling assignment requests with external parties.

  1. Assignment requests are announced via Cinode's built-in functionality.

  2. Instead of standard Cinode emails, a custom email is sent via MailAssignment.

  3. Subcontractors receive and respond via email.

  4. Email replies—including attachments—are added to the response in Cinode.

  5. You can:

    • Accept the response in Cinode, which triggers a confirmation email to the subcontractor.

    • Decline the response with a reason, which is also sent back via email.

  6. If the subcontractor sends additional information, a new response entry is created and shown chronologically in the response list.


How to Get Started

  1. Contact Cinode Support: Reach out to Cinode Support to request access to MailAssignment.

  2. Customise Your Email Template: Customise the email templates yourself or work with your CSM to set up a tailored email format for assignment announcements. You can fully customise and style the outgoing emails using Liquid templates and a wide range of variables connected to the specific request, allowing for dynamic and personalised messaging. You can also define inline images and additional attachments to be sent with outgoing email.

  3. Centralise Communications with Outlook: You'll need a dedicated shared mailbox in Outlook to manage all incoming and outgoing emails tied to MailAssignment.

  4. Authenticate and Connect: Authenticate and connect the integration between Outlook and Cinode.

  5. Announce Assignments: Use the regular Cinode workflow to send announcements to your subcontractors.

  6. Manage and Track Replies: View and respond to replies directly in Cinode. All replies and follow-ups are tracked in one place.


Template Examples

Below are examples demonstrating the customizable and dynamic capabilities of this integration. You can easily add images, modify content, include dynamic fields, and more.

Templates can be customized directly using HTML, CSS, and Liquid templating. If you need assistance, Cinode offers design and implementation support for your template ideas at an additional cost. Please contact your Cinode representative to get started.

Default

Included by default

Accented

High Contrast

Minimalist with Logo

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