Email Integration

NexWave provides comprehensive email capabilities for sending, receiving, and automating email communications directly within the system.

Feature Overview

Feature	Description
Multiple Accounts	Configure separate accounts for Sales, Support, Notifications
OAuth Authentication	Modern OAuth 2.0 for Gmail and Microsoft 365
Email Templates	Reusable Jinja templates with document context
Signatures	Per-account customisable signatures
Footer & Branding	Custom footer with brand logo
Track Opens	Know when recipients read emails
Unsubscribe Links	Automatic opt-out management
Always BCC	Archive all outgoing emails

Supported Providers: Gmail, Outlook/Microsoft 365, Sendgrid, SparkPost, Yahoo Mail, Yandex, Custom SMTP

Feature	Description
POP3 & IMAP	Receive emails via either protocol
Multi-Folder Sync	Sync from specific IMAP folders
Sync Options	ALL or UNSEEN emails only
Auto-Reply	Automatic responses with templates
Unreplied Alerts	Notifications for unanswered emails
Document Linking	Append emails to Issues, Leads, Opportunities
Automatic Linking	Smart linking based on email references
Contact Creation	Auto-create contacts from senders

Automate email sending based on document events:

Trigger	Description
New	When a document is created
Save	When a document is saved
Submit / Cancel	When a document is submitted or cancelled
Value Change	When a specific field value changes
Days Before/After	Date-based scheduling

Channels: Email, SMS, Slack, System Notification

Additional Options:

Navigate to Settings > Email Account to configure:

Setting	Description
Email Address	The email address for this account
Service	Select provider or use custom domain
Auth Method	Basic (password) or OAuth
Enable Incoming	Receive emails via this account
Enable Outgoing	Send emails via this account
Default Account	Set as default for incoming/outgoing

Navigate to Settings > Notification to create automated notifications.