How to Connect SMTP as Data Destination

The integration will allow you to connect your mail service via SMTP, with which there is no ready-made direct integration yet. For example, if a new row appears in Google Sheets, an order in CRM moved to another stage of the funnel, or when a new order appears on your site, an email will be automatically sent to the specified email address. This will allow you to automate the process of sending emails as efficiently as possible and save a lot of time.

Let's go through the entire SMTP setup steps together!

Navigation:
1. What will integration with SMTP do?
2. How to connect you SMTP account to ApiX-Drive?
3. How do I configure the selected action to transfer data to SMTP?
4. An example of the data that will be sent to your SMTP.
5. Auto-update and update interval.

Once you've set up your Data Source system, such as Google Sheets, you can set up SMTP, as a Data Destination.

To do this, click "Start Configuring Data Destination".

Select the system as Data Destination. In this case, you must specify SMTP.

Next, you need to specify the action "Send EMAIL".

The next step is to select an SMTP account through which emails will be sent.

If there are no accounts connected to the ApiX-Drive system, click "Connect account".

Fill in the fields with the appropriate data, where:

- Outgoing mail server (SMTP) - the name of the server for outgoing mail - you can ask the technical support of the service itself, from which you need to get or send emails. Also, this information can be in the certificates of the service itself.

- SMTP connection type - connection type and port - you can also find out from the technical support of the service itself or in its help.

- E-mail - Your e-mail to enter the mailbox.

- Password - Your password to enter the mailbox.

For example, in the Outlook.com mail service, you can find out this data if you go to the "Settings - Mail - Sync email - POP and IMAP" section. Or this information can be found in microfost support, the documentation will describe all the points related to setting up the integration.

When the connected account is displayed in the "active accounts" list, select it.

Attention! If your account is in the "inactive accounts" list, check your access to this login!

Select the required data that is in the Google Sheets cells, click on the parameter and it will be assigned to the selected SMTP field. When you select variables, you can see what data is in the Google Sheets fields.

Please note that you can use not only Google Sheets variables, but also manually entered data, for example, you can compose the necessary text of the email by adding it with data from Google Sheets rows.

Now you can see the test data of the generated email in SMTP.

Click "Send test data to SMTP" and check if the email has arrived and if it looks the way you intended.

If something does not suit you - click "Edit" and go back one step.

If everything suits you, click "Continue" for further settings.

This completes the Data Destination setup!

Now you can start choosing the update interval and enabling auto-update.

To do this, click "Enable update".

On the main screen, click on the gear icon to select the required update interval or set up scheduled launch. To start the connection by time, select scheduled start and specify the desired time for the connection update to be triggered, or add several options at once when you need the connection to be triggered.

Attention! In order for the scheduled run to work at the specified time, the interval between the current time and the specified time must be more than 5 minutes. For example, you select the time 12:10 and the current time is 12:08 - in this case, the automatic update of the connection will occur at 12:10 the next day. If you select the time 12:20 and the current time is 12:13 - the auto-update of the connection will work today and then every day at 12:20.

To make the current connection transmit data only after another connection, check the box "Update connection only after start other connection" and specify the connection after which the current connection will be started.  

To enable auto-update, switch the slider to the position as shown in the picture.

To force the connection, click on the arrow icon.

This completes the SMTP setting as Data Destination! See how easy it is!?

Now don't worry, ApiX-Drive will do everything on its own!