Automated email that understands your records
Automate your day-to-day email operations with the help of AI to understand context and objectives. Process emails on receival automatically and create tickets or import documetns and invoices.
ERP-grade automated email
Use email as another way to interact with momentum. Create support tickets and forward support responses to the sender. Import documents to case-files or scan invoices and input them into your database and reports.
- Send emails using your own SMTP providers
- Read and process incoming mail via IMAP
- Trigger Actions when emails are received, opened, or bounced
- Attach files directly from Storage and Forms
- Manage emails from the upcoming Message Center
SMTP sending you control
Connect Momentum to your preferred SMTP servers to send invoices, alerts, and mailing campaigns to your users. View outgoing mail from the upcoming message center.
IMAP for reading & routing
Use IMAP to read from mailboxes, then route messages to the right records, queues, or workflows. Turn any inbox into a structured way to interact with Momentum naturally.
Email-driven automation
Fire Actions when emails arrive, match subjects or addresses, categorize with AI and create actions or upload attachments.
Message Center
Whether its email, texts or phone calls, manage it all from one place inside Momentum's message center so no message is ever missed.
From email to automated workflow
Use Actions, Data, and Storage to turn email into a programmable interface for your business.
Every email can become an event in Momentum. Whether it’s a customer reply, a supplier sending a new invoice, or an internal approval. Keep the process moving without human intervention.
- Create or update records when an email matches specific rules
- Kick off approval workflows from replies (e.g., “Approved” / “Rejected”)
- Generate PDFs and send them automatically based on record changes
- Trigger notifications in other channels via the Messaging module
Because the same Actions engine powers email automations and other workflows, you can reuse logic across SMS, phone, and web apps as well.
A typical automated email workflow
1. Email is received via IMAP
A customer, partner, or vendor sends an email to a monitored mailbox.
2. Momentum parses & classifies
Momentum reads the message, matches it to a collection or rule, and extracts the key fields.
3. Actions run automatically
Actions update records, store attachments, and optionally call AI or external APIs.
4. Follow-up is sent
SMTP sends confirmation, routes tasks to internal teams, and logs the conversation for the upcoming Message Center.
How teams use Email inside Momentum
Examples of how organizations turn everyday email into structured, automated workflows.
Finance & billing
Automate invoice delivery and ingestion across vendors and customers.
- Send invoices and payment reminders via SMTP
- Read incoming invoices via IMAP and push into Data collections
- Trigger Actions to validate totals, taxes, and due dates
Customer & partner communication
Make email part of a structured CRM-like workflow without leaving Momentum.
- Log inbound and outbound messages on accounts and deals
- Trigger alerts when key customers reply or go silent
- Prepare for unified threads in the upcoming Message Center
Operational approvals
Use email as a simple interface for busy stakeholders while keeping structure in Momentum.
- Send approval requests from Forms or Actions
- Parse replies to approve, reject, or request changes
- Update records and send follow-up automatically
Turn email into a first-class part of your ERP
Use Momentum’s Email module to send via SMTP, read via IMAP, and automate workflows with Actions—all ready to plug into the upcoming Message Center for unified, multi-channel communication.
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