Setting Up Email Integration

Pline’s Email integration allows you to automatically send extracted data and reports directly to your inbox, enabling real-time alerts, reporting, and streamlined communication without manual exports.

Here's how to set up Email Integration:

Step 1: Access the Pline's Platform

Navigate to the Integrations section and click the Create Integration button.

Step 2: Set up the dataset

• Select the workflow or use the dropdown to choose the workflow you want to integrate.

• Manage your dataset settings by manually selecting specific datasets or automatically including all current and future datasets.

• Select the datasets you want to connect, then click "Next".

Step 3: Configure Destination

Select Email as the destination and complete the following configuration fields:

• Integration Name: A custom name to identify the integration.

• Recipient Email Address: Enter the email address where you want to send the data.

• File Type: Select the file type for the exported data (CSV or JSON).

After you've successfully set up your Email integration, click "Connect" to complete the process.