RMail® - Zapier

The RMail® integration with Zapier allows users to create automated workflows, or “Zaps”, integrating RMail® with the 7,000+ apps on the Zapier Platform. This enhances message communication with secure, compliant, and efficient features. The integration allows users to send Registered messages and utilize advanced tools such as Encryption, Track and Prove, all within the Zapier interface, without requiring coding skills.

This article covers the following topics:

• Pre-requisites
• How to connect your RMail account in Zapier
• Actions supported in the RMail® – Zapier integration
• How to create Zaps with RMail®

Pre-requisites

To use RMail® in Zapier, you will need:

- Active RMail® login credentials and an appropriate RMail® user plan.

- Access to the RMail® APIs. (If you don’t have access, please contact your RPost® representative.

- An active Zapier account with proper access to the capabilities required by your integration.

Note: Zapier users are responsible for their own Zapier plans and billing.

How to connect your RMail account in Zapier

To use RMail actions in Zapier, you’ll first need to connect to your RMail account. Follow these steps to establish the connection:

1. Create a Zap: Start by creating a Zap and select RMail for the action step. Click on the Sign in button to initiate the RMail login. 

2. A new window will open. In here, you need to enter your RMail username and password. 

3. Confirm connection: After entering your details, click on Yes, Continue to RMail. Upon successful authentication, the window will close automatically.

4. Confirm Account in Zapier: Return to Zapier, where your RMail account email should now appear in the Account field, indicating a successful connection. 

Note: You only need to log in to your RMail account once in Zapier. This connection will remain active for future Zaps, eliminating the need for repeated logins.

Actions supported in the RMail® – Zapier integration

The RMail® integration with Zapier allows you to set up various actions to send secure messages and manage them in your own automated workflows, among other actions. Here are the currently available actions you can set up with RMail® in Zapier:

- Upload File: Allows you to upload one or more files to the service. The ID returned should be added to the Send RMail Registered Text/Email message for actions to attach the files uploaded to the message being sent.

- Send RMail Registered Email Message: Sends a Registered Email message using the service features. It returns a Tracking ID.

- Send RMail Registered Text Message: Sends a Registered Text message using the service features. It returns a Tracking ID.

- Get Message Status: Retrieves the status of an email transaction. The status will be available to be retrieved up until 30 days after the message was sent.

- Get Registered Receipt: Returns the Registered Receipt for a message using its Tracking ID. The Registered Receipt will be contained in the ZIP file in base-64 format returned by this action. The ZIP file will contain one .eml file for each Registered Receipt email generated (one per recipient) and a .txt file listing the files in the folder. Open Receipts will also be in the ZIP file. Note: The Receipt will be available for retrieval up to 30 days after the message was sent.

How to create Zaps with RMail®

To start creating Zaps with RMail® in Zapier, follow these steps:

1. In Zapier, click on Zaps: 

2. Then, click on the + Create button and on New Zap to create a new Zap: 

Choose a Trigger to start your Zap, and then click on the Action to set up RMail® for the action step: 

3. In the search bar, type RMail and select the latest version of the RMail® app: 

4. Click on the Action event input and select the action you want to use for the Zap from the list of available actions: 

5. Customize your action settings as needed, test the Zap, and click Publish to activate it.