Automate.io Integration

Integration with Automate.io

Automate.io Overview

Automate.io is a third-party service that offers integrations between cloud applications. You can use Automate.io to set up cross-functional workflows to connect Zoho Mail and various cloud apps. You can create either one-to-one integrations or multi-app workflows as bots.

After linking your Zoho Mail account in Automate.io, you can create new bots to set the trigger in one app and choose the corresponding action to be done made in the other app(s). 

For example, you can set up a bot to send a Direct Message in Slack on receiving a new Email in Zoho Mail. 
Slack integration with Zoho Mail

You can also create a bot with multiple actions happening in apps in a sequence once the trigger is set. For example, When you receive an email in Zoho Mail (trigger) you can set an action to send a direct message in Slack and upon which a task is to be created in Asana. 

Getting Started with Zoho Mail in Automate.io:

Sign up for a free Automate.io account if you don’t have one already. Upon entering your details and registering yourself, add Zoho Mail and other apps with which you wish to create the bots. Zoho Mail can be used as either a trigger app or an action app in a bot. 

Adding Zoho Mail in Automate.io:

  1. Login to your Automate.io account.
  2. Navigate to Apps tab and click the button. 
    Integrating Automate.io with Zoho Mail
  3. Select Zoho Mail from the list of apps.
    Selecting Zoho Mail on Automate.io
  4. Choose your domain from the drop-down and click Authorize.
    Authorizing Zoho Mail on your Automate.io account
  5. Allow access to Automate.io by clicking on Accept.
    Authorizing Automate.io from Zoho Mail
  6. Click Save.
  7. You have authorized Automate.io to access the mentioned data in your Zoho Mail account.

Now you can make multiple bots using Zoho Mail with the range of third-party apps like:

Google apps

Google Apps connector for Zoho Mail

Trello

Trello App connector for Zoho Mail

Zendesk

ZenDesk connector for Zoho Mail


Salesforce

Salesforce Connector for Zoho Mail

Twitter

Twitter connector for Zoho Mail

Slack

Slack connector for Zoho Mail

Creating a Bot in Automate.io using Zoho Mail:

  1. Login to your Automate.io account
  2. Click on Create a bot
  3. Select the trigger app. To use Zoho Mail as the trigger app, click the drop-down and choose Zoho Mail from the options.
    Using Zoho Mail as the trigger app in Automate.io
  4. Select the trigger event you'd like to use for the bot, from the listing.
    Trigger event in Zoho Mail
  5. If you have multiple POP accounts configured with Zoho Mail, you can choose the account with which you would like to associate the bot.
    Account association in Zoho Mail for bots
  6. You can also choose a particular folder if you want this trigger to run only for emails arriving in that folder.
  7. You can now choose another application to set up the action for those emails. 

Supported Triggers

  • New Emails - Triggers for every new email received.
  • New Tagged Email - Triggers when an email is tagged. (Only works on emails received in the last 72 hours)

Supported Actions

  • Send an email - Send an email to the specified email addresses.
  • Add draft email - Add as a draft in Zoho Mail.

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