Email parsing using Zapier

In this article, we show you how to automatically copy data from your emails and inject it into your aNinja account. This is called Email parsing.

And we’re going to expose this through Zapier.

*Requires Zapier Premium account.

Email Parsing

Email parsing is extracting data from an email using an email parser like Zapier Email Parser. Then connecting the email parser to a Zap to inject that data into your aNinja account.

As long as the emails are all laid out generally the same way, the email parser should be able to detect the data and copy it for you.

Parsing Emails

To parse an email, follow the below instructions:

1- Make a new Email Parser mailbox
  • Go to parser.zapier.com
  • Sign in with your Zapier account or make a new account.
  • Then, click either of the Create Mailbox buttons to add a new mailbox.
"Create Mailbox" button appears in the top right and lower left of Zapier's Email Parser set-up page.
  • Email Parser will then show you an email address like 2grb3sdr@robot.zapier.com.
The page reads "We're waiting... Send an email to 2grb3sdr@robot.zapier.com! Refresh page to look for new email."
  • Copy that address and keep it handy, because that’s where you’ll need to send emails to be parsed later on.
2- Send an email to the parser
  • Open your email app, and find an email like the ones you want to extract data from.
  • Forward this email to the email address you copied earlier (e.g. 2grb3sdr@robot.zapier.com)
  • And click Send.
3- Teach the parser how to read your email

Once Zapier Email Parser receives your email, it shows a text version of your email in the Initial Template box.

Zapier Email Parser page with sections for "Address" "Initial Template" "Body Source" and "Parser Engine"

All you need to do is indicate to the parser the data that you want to copy.

  • Select the text or field that you want the Email Parser to copy.
  • For each field you select, type a name for that field in the box, and click Save.

  • The Email Parser will replace the text with the name in curly brackets, like {{headline1}}.

    Text is highlighted and a dialog box appears, where the user types "Headline 1" and clicks "Save"
  • Repeat that for each field you want the email parser to copy and give each item a unique name.

  • Once that’s done, click the blue Save Address and Template button at the bottom, and your email parser is ready to work.

Want to make Email Parser more reliable?
  • Forward another similar email to the same address.
  • Then click View Emails beside your parser’s name in Zapier Email Parser’s Mailboxes list, to see all of the emails the mailbox has received.
Mailbox History page showing three emails received by the parser address
  • Click Show on one of the items to see the text of the email, with the text Email Parser selected in yellow.
Email text with some sections highlighted in yellow by Email Parser
  • If anything looks incorrect, click the Edit extra template link near the bottom.
  • Select the same text you originally wanted to copy from your emails.
  • Give it the same names, then save the new template.
  • You can repeat that multiple times to make your parser more reliable.
4- Automatically forward emails to the parser

The Email Parser you made is now ready to copy text from other similar emails. We need to send every new email that contains the data you want, to the email parser.

  • Set a filter in your email app to automatically forward messages that match the one you sent to Email Parser.
  • Typically, your notification emails will all have something in common; they come from the same sender and often have the same subject.

We’re going to show you how to set a filter in Gmail. If you use another email service, check your documentation to see if your app or service can automatically forward email messages.

To watch for those emails in Gmail, you’ll first need to add your email parser address to Gmail to automatically forward emails. Here’s how:

    • Open your Gmail Forwarding settings, Settings > Forwarding tab.

    • Click Add a forwarding address.

    • Enter your Email Parser e.g. 2grb3sdr@robot.zapier.com email in the text box and click next.

    • Check your email. Zapier should send you a confirmation email from Gmail. If you don’t see it, check the Email Parser app’s mailbox, it should have the email. Either way, copy the confirmation code, then paste it into the box back into your Gmail Forwarding settings.

    • Now you can have Gmail automatically forward emails to your email parser. First search for the email address and/or subject of the messages you’ll have the email parser process.

    • Click the tiny down arrow on the right of the search bar to see the full Advanced Search options.

    • Then click the Create filter button or link in the lower right corner. Have that filter forward the email to the email parser address you just added and you should be all set.

    • Every time you receive the email messages you want to parse, Gmail will send it along to the Email Parser.

5- Put your parsed email data to work

Now, you need to connect your Email Parser to Zapier’s app automations, which lets you send data from your emails to your aNinja account.

Follow instructions here to create a Zap and connect your Email Parser with aNinja:

https://help.aninja.com/knowledge-base/zapier-aninja-integration/

  • The Email Parser is the trigger event.
  • aNinja is the Trigger Action.
Set Up Action page with several Parse Outputs in the "Message" field.

Rackspace email integration

Rackspace email integration allows you to set up Rackspace email on your email clients such as Outlook, Thunderbird, Windows, and iOS.

Moreover, enabling IMAP in Rackspace mail allows you to use IMAP (Internet Message Access Protocol) to sync your Rackspace Mail on aNinja app.

Overview of IMAP Protocol

IMAP is a protocol that allows you to download email messages from your Rackspace Mail server. It also allows you to access them with desktop email clients like Outlook/ Mac Mail and/or mobile email clients. So, you can configure Rackspace Mail on any standard IMAP email client using the IMAP and SMTP Server Settings.

Moreover, IMAP allows a two-way synchronization between the email clients and your Rackspace email account. It means that you can access the same account from multiple email clients.

Rackspace Mail IMAP Settings 

IMAP lets you configure your email client to receive incoming mail from your Rackspace email account. It allows two-way syncing, which is great if you’ll be checking email from multiple devices.

Here are the IMAP settings at Rackspace:

  • Your Name: Your Name or Business Name
  • Login Name: Your Mailbox Email Address
  • Password: Your Mailbox Password
  • Account Type: IMAP
  • Incoming Mail Server: secure.emailsrvr.com
  • Incoming Mail Server (IMAP) TCP Port: 993 (SSL)
Rackspace Mail SMTP Settings

Whereas IMAP helps you receive incoming mail, SMTP is a protocol that handles sending emails via Rackspace. You can use it to configure your email client so that you’re able to send emails right through that client.

Here are the SMTP settings at Rackspace:

  • Your Name: Your Name or Business Name
  • Login Name: Your Mailbox Email Address
  • Password: Your Mailbox Password
  • Account Type: IMAP
  • Outgoing Mail Server: secure.emailsrvr.com
  • Outgoing Mail Server (SMTP) TCP Port: 465 (SSL)

Configuring your email client with Rackspace email

After enabling IMAP in Rackspace mail, now, let’s look at how you can use the Rackspace settings from above to configure different email clients.

As mentioned earlier, we’ll cover these four popular email clients. Just click on your email provider and you will be redirected to the helping article.

 

Email account with custom IMAP

In this article, we show you how you can set up an email account with custom IMAP.

POP v/s IMAP

When setting up a mail client such as Microsoft Outlook, Mac Mail, iPhone, or Android, you will need either enter POP or IMAP server settings.

POP (Post Office Protocol) stores the emails on a single device and not on the server. POP doesn’t support public folder access, as folders are only accessed from the client’s device. Which does not enforce aNinja’s vision for mobile data access.

Whereas IMAP (Internet Message Access Protocol) is an internet protocol that lets you sync your email inbox across multiple devices. Basically, IMAP is a protocol that allows aNinja to synchronize the email messages view. So that if you communicate by email with your lead/customer (whether from aNinja, your email client, or anywhere), you will have all the relevant emails for that lead centralized in the aNinja lead view, as well as available in your email clients.

Below are the settings you need for the email product.

IMAP

These are the instructions for the Unsecured Setup (not recommended):

  • IMAP Server Name: mail.name.com
  • IMAP Port: 143
  • SMTP Server Name: mail.name.com
  • SMTP Port: 25 or 80

These are the instructions for the Secured Setup (SSL):

  • IMAP Server Name: mail.name.com
  • IMAP Port: 993
  • SMTP Server Name: mail.name.com
  • SMTP Port: 587 (for TLS) or 465 (for SSL)

Note: These settings are not valid for email accounts associated with a hosting plan.

For the setup, the username will be your email address and the password will be your email address password.

Lastly, have any specific questions about setting up your email account with custom IMAP? Leave an email to our Support team at support@aninja.com. We’re more than happy to assist you!

IMAP vs POP3

IMAP vs POP3: These are 2 different methods to access mail from a third-party email client or software.

When setting up a mail client such as Microsoft Outlook, Mac Mail, iPhone, or Android, you will need either enter POP or IMAP server settings.

POP3 (Post Office Protocol)

POP (Post Office Protocol) stores the emails on a single device and not on the server. POP doesn’t support public folder access. The folders are only accessed from the client’s device. This does not enforce aNinja’s vision for mobile data access.

If you want to keep messages on the server, make sure to enable the setting “Keep email on server”. Or all messages are deleted from the server once downloaded to the app or software.

IMAP (Internet Messaging Access Protocol)

IMAP is an internet protocol that lets you sync your email inbox across multiple devices. It also allows a two-way synchronization between the email clients and aNinja. So that if you communicate by email with your lead/customer (whether from aNinja, your email client, or anywhere), you will have all the relevant emails for that lead centralized in the aNinja lead view, as well as available in your email clients.

Why does aNinja only support IMAP

  • We only support IMAP because the main difference is that IMAP allows us to read the messages on the server and keep them there.
  • POP (an older protocol, that gets the messages off the server)
  • aNinja synchronizes the email messages view. So if you communicate by email with your lead/customer (whether from aNinja, your email client, or anywhere) you will have all the relevant emails for that lead centralized in the aNinja lead view (as well as available in your email clients).

Need help understanding the difference between IMAP vs POP3? Leave us a message at support@aninja.com. We will happily assist you!