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IMAP / SMTP

Automate any mailbox that speaks IMAP

Your mail is hosted by a provider, or on your own server? Plug it in with its server addresses and an app password: it syncs, triggers workflows and sends replies like any other mailbox.

Connection
Server and password
Triggers
1
Actions
5
Book a demo Read the setup guide
Sort a hosted mailbox Hover a node to see its role · Drag to move the graph
Email receivedEmail receivedEmail receivedCategorizeCategorizeCategorizeMatchesotherModelMoveMoveMove
Sort a hosted mailbox

What you can automate with IMAP / SMTP

Triggers

What starts a workflow.

  • Email received

    Starts the workflow when an incoming email matches the conditions.

Actions

What a workflow can do next.

  • Move

    Adds or removes folders/labels on the triggering email, through the mirror (immediately visible in the mailbox).

  • Flag

    Changes the state of the triggering email: read/unread, flagged/unflagged.

  • Compose

    Prepares a message — recipients, subject, body, attachments — without sending anything.

  • Send

    Saves a message as a draft or sends it, from the mailbox of your choice and with the signature of your choice.

  • Read attachments

    Extracts the text of the email attachments (PDF, text, HTML…) into the working data.

Workflows you can build

Each one starts from a real situation and uses only nodes that exist today. Test it on past emails before you publish it.

  • Sort a hosted mailbox

    Incoming email is sorted into folders by category, so the shared contact address stays readable.

    1. Email received
    2. Categorize
    3. Move

  • Acknowledge every application

    Each application gets a personal acknowledgement, prepared from the sender’s name and the role, and saved as a draft for review.

    1. Email received
    2. Extract
    3. Compose
    4. Send as draft

  • Turn attached documents into data

    The text of the attached PDF is read, the fields you need are extracted, and a row of your table is created or updated.

    1. Email received
    2. Read attachments
    3. Extract
    4. Table — insert or update

How to connect IMAP / SMTP

No authorisation page: you fill in a form with the server addresses and a password, and Loop & Roll tests both servers before saving anything.

Before you start

  • The IMAP and SMTP server names and ports of your mailbox.
  • A password that allows password sign-in over IMAP and SMTP — ideally an app password.
  • An encryption key configured on the instance, to store the password.

The full guide in the documentation

  1. Open Connections, click Add a connection, then Connect on the IMAP / SMTP card.
  2. Fill in the mailbox address, the incoming (IMAP) and outgoing (SMTP) servers and the password.
  3. Click Connect the mailbox: a real IMAP session and a real SMTP session are opened before anything is saved.
  4. The mailbox starts syncing and can be picked in an Email received trigger.

See also

Related integrations

See all integrations

Automate IMAP / SMTP with Loop & Roll

We build the workflow around your processes, test it on your past emails and put it into service with your teams.

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