Connect SMTP and Investr to Build Intelligent Automations

Choose a Trigger

SMTP

When this happens...

Choose an Action

Investr

Automatically do this!

Enable Integrations or automations with these events of SMTP and Investr

Enable Integrations or automations with these events of SMTP and Investr

Actions

Send Email

Send Email

Send a Message.

Request a new Action for SMTP

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between SMTP and Investr?

To start, connect both your SMTP and Investr accounts to viaSocket. Once connected, you can set up a workflow where an event in SMTP triggers actions in Investr (or vice versa).

Can we customize how data from SMTP is recorded in Investr?

Absolutely. You can customize how SMTP data is recorded in Investr. This includes choosing which data fields go into which fields of Investr, setting up custom formats, and filtering out unwanted information.

How often does the data sync between SMTP and Investr?

The data sync between SMTP and Investr typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from SMTP to Investr?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between SMTP and Investr?

Yes, you can set conditional logic to control the flow of data between SMTP and Investr. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

SMTP

About SMTP

SMTP (Simple Mail Transfer Protocol) is like a digital postman that sends your emails to the right place on the internet. To use it, you’ll need the SMTP server address (like smtp.gmail.com), port number (587 or 465), and your email login credentials.

Learn More
Investr

About Investr

Investr is a financial management and investment tracking app that helps users monitor portfolios, analyze market trends, and make informed investment decisions. It provides real-time data, insights, and tools to simplify wealth management.

Learn More