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Setting Up Integrations and Account Automations in Your Virtual Mail Application

Laurie E.
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Integrations and automations allow you to streamline how your mail is processed by automatically sending documents to the tools you already use—such as cloud storage, accounting software, or workflow platforms.

This guide walks you through how to:

Connect integrations to your account
Manage existing integrations
Create automations to route your mail automatically

Connect an Integration

Before creating automations, you must first connect at least one integration.

  1. Log in to your Virtual Mail account
  2. Select Settings
  3. Click Integrations
  4. Find the integration you want to use
  5. Click Connect
  6. Select Connect Account
  7. Follow the on-screen prompts to authorize access

Once connected, the integration will be available when setting up automation rules.

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Manage Integrations

You can view or update your integrations at any time.

  1. Go to Settings
  2. Select Integrations
  3. Locate the integration you want to manage

From here, you can:

View connection status
Reconnect or refresh authorization
Disconnect the integration

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Set Up Account Automations

Automations allow you to automatically route incoming mail to a connected integration based on rules you define.

Access Automation Settings
1. Go to Settings
2. Select Account Automation
3. Click Edit Settings or Manage


Screenshot 2026-04-14 at 11.50.26 AM.png

Create an Automation Rule

1. In Account Automation, click Edit Settings or Manage
2. Choose the recipient or condition the rule applies to
3. Select an action (for example, send to an integration)
4. Choose the destination integration
5. Configure any additional options required
6. Click Save

Your automation will now run automatically for any incoming mail that matches the rule.

Screenshot 2026-04-14 at 11.50.13 AM.png

 

How Automations Work

  • Account automations apply to all incoming mail that meets your rule conditions
  • Automations run automatically—no manual action is required after setup
  • You can create multiple rules for different recipients or document types

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How to reach us:
 

Email: support@earthclassmail.com

Call (210) 802-5211, 8:00 AM - 5:00 PM CST

 

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