It seems you may be using English. Would you like to go to the international site? bika.ai
Guide
Basic
Automation Guide
Database
Dashboard
Integration Guide
Self-hosted
Open API
Business AI Agent Template
Cookbook
Reference
Automation Triggers
Automation Actions
Integrations
Node Resources
Database Views
Database Fields
Dashboard Widgets
Missions
Ai Wizard
Formula
Space
Release Notes
Videos

How to trigger automation upon receiving an email?

What is IMAP?

IMAP (Internet Message Access Protocol) is a protocol used to retrieve emails from a mail server. Unlike POP3, IMAP allows emails to be stored on the server and accessed from multiple devices simultaneously.

Key features of IMAP include:

  • Multi-device synchronization: Emails remain stored on the server and can be accessed through multiple clients.
  • Remote management: Supports marking emails as read, deleted, or archived directly on the server.
  • Partial download: Allows previewing email content without downloading the entire email.

How to Use IMAP in Automation

In Bika.ai automation, you can use the Inbound Email trigger to initiate an automation workflow whenever the target email account receives an email.

Adding an IMAP Integration

In the trigger configuration, you must first select an IMAP integration. If you have already set up an integration in the Space Station settings, you can directly select and use it. If not, you can connect your email account here.

How to Configure IMAP Integration

Click Create Integration, and a popup window will appear for configuring IMAP. Several parameters need to be set. Below are common IMAP configuration options and their meanings:

  • MAP Server (IMAP Server Address) Specifies the mail server address used to receive emails. This is typically the IMAP server domain of the email provider. Examples include:

    • Gmail: imap.gmail.com
    • Outlook: outlook.office365.com
    • Yahoo: imap.mail.yahoo.com
    • QQ Mail: imap.qq.com
  • Port (Port Number) Specifies the network port for the IMAP server. Common port numbers include:

    • 993 (default, SSL/TLS encryption)
    • 143 (STARTTLS encryption, less commonly used) Modern email services typically recommend using port 993 for security.
  • Username The login name for the email account, usually the full email address (e.g. yourname@gmail.com).

  • Password (Password or Authorization Code) The credentials required to access the mail server. Some email services (such as Gmail, Outlook, and QQ Mail) require an app-specific password or authorization code instead of the regular account password.

Gmail Configuration Example

  • IMAP Service: Use imap.gmail.com
  • Port Number: Default is 993, no changes needed
  • Username: Your Gmail email address
  • Password: Use an app-specific password from your Google account

Gmail no longer supports simple password authentication. You must first create an app-specific password for IMAP authentication. To do this, go to Google Account Security, enable 2-Step Verification, then create an app password at the bottom of the page. Copy and paste this app password into the IMAP integration password field.

Monitoring the Inbox Folder

Once the IMAP integration is successfully added, you can retrieve the list of email folders in the Folder Menu. The default selection is the Inbox.

You can specify which folder to monitor. Emails received in other folders will not trigger automation.

Custom Email Retrieval Rules

If you only want to trigger automation for specific emails, you can add retrieval rules using node-imap syntax to precisely filter emails. Examples include:

  • Retrieve only unread emails: ['UNSEEN']
  • Emails with subject containing "hello" and sent from ana@gmail.com: [['SUBJECT', 'hello'], ['FROM', 'ana@gmail.com']]
  • Unread emails received after April 20, 2024: ['UNSEEN', ['SINCE', 'April 20, 2024']]

Downloading Attachments

When Download Attachments is enabled, email attachments will be saved. You can select them later in the workflow using the Variable Selector.

Running a Test

After completing the configuration, click Run Test. This will fetch an email and display the result, confirming that the trigger is set up correctly. You can then proceed to add the required automation steps.

After completing all automation settings, remember to enable automation. Once enabled, the automation will trigger automatically upon receiving an email.

bika cta

Recommend Reading

Recommend AI Automation Templates

发布模版test
再次发布
14-Day Automated Cold-Email Outreach Campaign
This template is designed for cold outreach to influencers, peers, or potential partners. It automates a 14-day email sequence that gradually introduces Bika.ai to your target audience and nurtures engagement. The workflow includes a series of five emails sent on Day 1, Day 2, Day 4, Day 7, and Day 14, with an unsubscribe option in each email. The sequence pauses if the recipient replies or unsubscribes, ensuring that you’re not over-communicating with uninterested prospects. With this template, you can: - Automate cold outreach without the need for manual follow-ups. - Track outreach progress and engagement. - Customize emails to reflect your brand’s voice and offerings. - Reduce manual work by automatically updating the status of email outreach. - Easily manage unsubscribes to maintain a compliant outreach process. 🔖Tip: Please replace the unsubscribe link in your email with the share link to the "Unsubscribe Form" you’ve created.
3-Day Outreach Email Campaign
Automate and schedule personalized outreach emails over three consecutive days to engage contacts effectively.

Coming soon

ADDIE Instructional Design Model
The ADDIE model is a simple process used by instructional designers and training developers to create all types of learning content, e-learning or instructor-led, for any organization
Agile Workflow
Streamlines project management for teams, enhancing collaboration and visibility in Agile practices
AI Automated Task Management
Helps teams efficiently manage weekly tasks. Through a series of automation tools, including task summaries, progress reminders, and personal summary reports, team members can promptly obtain task information and progress, thereby improving collaboration efficiency and work transparency. By using these automation features, teams can maintain efficient operations and ensure that each member has a clear understanding and sense of responsibility for their tasks.