### [Using WP Mail SMTP with Uncanny Automator](https://wpmailsmtp.com/docs/using-wp-mail-smtp-with-uncanny-automator/)

**Published:** November 23, 2023
**Author:** Umair Majeed

**Excerpt:** Learn how to connect WP Mail SMTP to third-party services or plugins.

**Content:**

Are you interested in automating your email-related workflows with WP Mail SMTP? With Uncanny Automator, you can create ‘recipes’ which are simple rules that take care of tasks automatically. This could involve adding users to a list when they open an email, queuing reminders for the sales team, tagging users in campaigns, and much more.

This tutorial will show you how to set up and use Uncanny Automator with WP Mail SMTP.

### What Is Uncanny Automator?

[Uncanny Automator](https://automatorplugin.com/wpforms-automation/ "WPForms and Uncanny Automator") is a WordPress plugin that lets you automate and simplify workflows on your website through the use of ‘triggers’ and ‘actions’.

Consider the following scenario: you set up the opening of a WordPress email as a trigger, and the corresponding action is to receive a Slack notification. This means that every time an email sent through WordPress is opened, you automatically get notified in Slack. This can be extremely valuable in situations like monitoring a subscription or order cancellation email.

This is just one of the nearly endless workflows, or ‘recipes’, you can create with Uncanny Automator. It’s capable of connecting different WordPress plugins and facilitating interactions between your site and various third-party services and applications.

### Installing Uncanny Automator

The free version of Uncanny Automator is available to download from the [WordPress Plugin Directory](https://wordpress.org/plugins/uncanny-automator/ "WordPress Plugin Directory – Uncanny Automator"). However, it has some limitations as to which integrations and actions you can use.

To access more options, you’ll need to upgrade to a paid license. Visit [Uncanny Automator’s Pricing page](https://automatorplugin.com/pricing/ "Uncanny Automator Pricing page") for details.

### Creating an Uncanny Automator Recipe

Before getting started, you’ll need to ensure WP Mail SMTP is [installed and activated](https://wpmailsmtp.com/docs/how-to-install-the-wp-mail-smtp-plugin/) on your WordPress site and that you’ve [verified your license](https://wpmailsmtp.com/docs/how-to-verify-your-wp-mail-smtp-license/).

After you’ve installed the plugins, click on **Automator » Add New** in your WordPress sidebar menu.

![Click Add new to create a new recipe](https://wpmailsmtp.com/wp-content/uploads/2023/08/add-new-recipe.png)

Then, select **Everyone** from the **Select a recipe type** popup and click on the **Confirm** button to proceed.

![Select Everyone and click Confirm](https://wpmailsmtp.com/wp-content/uploads/2023/08/click-confirm-to-create-recipe.png)

Next, start creating your recipe by naming it with a title that you’ll easily remember. This will help you know which action it performs, at a glance.

#### Setting Up the Trigger

Setting up the trigger is the first essential step in the automation process. For our example, we’ll select **WP Mail SMTP Pro** as the trigger plugin so we can automate an action when your WordPress emails are opened.

![Select WP Mail SMTP as Integration](https://wpmailsmtp.com/wp-content/uploads/2023/09/select-trigger-uncanny-automator.png)

Selecting WP Mail SMTP Pro will open a new set of options where you can select different types of triggers depending on what you need for your workflow.

For our example, we’re going to select the **An email with specific text in the subject line is opened** trigger.

![Select trigger event](https://wpmailsmtp.com/wp-content/uploads/2023/09/select-trigger-type.png)

After selecting the trigger, you’ll see the **Text to match** field. Here, enter the exact subject line of emails that, when opened, should send a Slack notification.

For our example, we’ll enter the word ‘canceled’. This way we’d get a Slack alert whenever a user opens an email with this word in the subject line. Be sure to save your trigger once you’re done making changes to it.

![email subject line text](https://wpmailsmtp.com/wp-content/uploads/2023/09/enter-subject-line-text-5.png "email subject line text")

#### Connecting Slack with Uncanny Automator

In the **Actions** section, click on **Add action** to get started.

![Add automation action](https://wpmailsmtp.com/wp-content/uploads/2023/09/add-action.png)

Next, you can choose from the apps, services, and plugins that Uncanny Automator enables you to connect WP Mail SMTP to. For our example, we’ll use Slack.

![Select Slack to connect](https://wpmailsmtp.com/wp-content/uploads/2023/08/connect-with-slack-1.png)

**Note:** If you’re using Uncanny Automator for the first time, you’ll need to create an account before connecting with Slack.

Once you select Slack, a popup will open, prompting you to sign up for an Uncanny Automator account. Click on **Sign up** to proceed.

![Sign up on automator](https://wpmailsmtp.com/wp-content/uploads/2022/09/sign-up-automator.jpg)

Follow the on-screen instructions to create your account. When you’re done, return to your website and click on the **Connect account** button to proceed.

![Connect Slack account with UA](https://wpmailsmtp.com/wp-content/uploads/2022/09/connect-integration.jpg)

This will open another popup. Click on the **Connect Slack workspace** button on the bottom to continue.

![Connect slack workspace](https://wpmailsmtp.com/wp-content/uploads/2022/09/connect-slack-workspace-8.png)

Uncanny Automator will require permission to access your Slack workspace. Click **Allow** to proceed.

![Click Allow to connect Slack with Uncanny Automator](https://wpmailsmtp.com/wp-content/uploads/2023/08/allow-slack-access.png)

A confirmation should appear, displaying a preview of the Uncanny Automator bot in your Slack workspace. You have the option to modify the bot’s name and icon or keep the default settings.

![Confirmation message after Uncanny Automator is connected](https://wpmailsmtp.com/wp-content/uploads/2023/08/slack-connected-confirmation-message.png)

Close this popup to finish the Slack connection process. You can now select the action that you’d like Slack to perform, which we’ll cover in the next section.

#### Setting Up the Action

For our example, we’ll select the **Send a message to a channel** action. This will ensure a Slack notification is received whenever a user opens a WordPress email matching a specific text in the subject line.

![Slack actions](https://wpmailsmtp.com/wp-content/uploads/2022/09/slack-actions.png)

Next, select a Slack channel where you want to receive the email open alerts from the **Slack Channel** dropdown.

![Select slack channel](https://wpmailsmtp.com/wp-content/uploads/2022/09/select-slack-channel-11.png)

Then, in the **Message** field, enter the message you’d like the Slack notification to contain.

You can also add more information to the notifications by pulling details from the email that sets off the alert. To do this, click the **Asterisk (\*)** button and use search tokens as needed.

For our example, we’ll use ‘Email subject’ and ‘To email’ tokens. This way, every Slack alert will contain the topic of the email and who it was sent to.

![Click Asterisk for more options](https://wpmailsmtp.com/wp-content/uploads/2022/09/slack-message-12.png)

In the next step, we’ll add the Uncanny Automator bot to the Slack channel where we want to receive the notifications.

### Adding Uncanny Automator Bot to Slack

To add the Uncanny Automator bot, navigate to the Slack channel, type ‘@uncannyautomator’, and select **Uncanny Automator** from the popup. Then press enter to add it to your channel.

![Add Uncanny Automator bot to Slack channel](https://wpmailsmtp.com/wp-content/uploads/2023/08/add-UA-to-channel.png)

You should now see a message asking if you’d like to add Uncanny Automator to your channel. Click on **Add to Channel**.

![Add Uncanny Automator bot to Slack channel](https://wpmailsmtp.com/wp-content/uploads/2023/08/add-UA-bot-slack.png)

### Making Your Uncanny Automator Recipe Live

Once you’ve set up both the trigger and the action, you’ll need to activate your recipe. To do so, switch on the toggle button in the Recipe section to the **Live** position.

![Make Uncanny Automator recipe live](https://wpmailsmtp.com/wp-content/uploads/2023/08/make-recipe-live.png)

Also, ensure that both your trigger and action(s) are live using the toggle buttons next to each section.

![Activate Uncanny Automator Trigger and Actions](https://wpmailsmtp.com/wp-content/uploads/2023/08/make-trigger-action-live.png)

That’s it! Now you know how to set up Uncanny Automator with WP Mail SMTP.

Next, would you like to view detailed reports of emails sent from your WordPress site? With Email Reports, you can easily [keep track of how your emails are performing](https://wpmailsmtp.com/docs/how-to-use-email-reports-in-wp-mail-smtp/ "How to Use Email Reports in WP Mail SMTP") on your site.

**Categories:** Functionality

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