Elements is designed to help financial advisors quickly demonstrate their value, so they can get new clients.

Elements Financial Advisor Tools

Instantly build dynamic interfaces that connect to Zaps and a data source (like Tables). Interfaces gives you a drag-and-drop way to build visual workflows for any business process, without writing code.

Zapier Interfaces

In order to trigger when emails are opened, this must be paired with a separate Zap using the **Send Outbound Email** action, with the **Enable Read Receipts?** field set to `True`.

To test with a live email, send an email to yourself using your **Send Outbound Email** action (with read receipts enabled) and open it, then test this trigger immediately for samples. If you don't need to test with live data, click Skip Test to use static test data.

**Trial or Free Zapier plan:**

 - Emails sent during [testing](https://help.zapier.com/hc/en-us/articles/18811411817741-Test-Zap-steps "https://help.zapier.com/hc/en-us/articles/18811411817741-Test-Zap-steps") are sent to the [Zapier account email address](https://help.zapier.com/hc/en-us/articles/8496274581517-Change-your-Zapier-account-email-address "https://help.zapier.com/hc/en-us/articles/8496274581517-Change-your-Zapier-account-email-address"). Once published, emails go to the intended recipients (To, CC, BCC).
 - You can send a maximum of 5 emails per account per day.

**Paid Zapier plan:**

 - You can send a maximum of 10 emails per account per hour.

Can be a comma separated list of emails. Limited to 5.

You can place HTML in here and we will send it as is. If this is plain text, we will try to convert it to some very basic HTML for greater client compatibility.

A file object to be attached to the email. Plain text content will converted into a txt file and attached. Please note, if the file is over ~10mb or so, you should explore using other email sending techniques (like Gmail or SMTP).

This will be your "display name" when sending. *Want to send from your own email address? Try Mailgun, IMAP, Mandrill or Gmail apps instead.*

Specify a reply address other than your own.

Set this to "yes" if your emails are received without line breaks or spacing.

Want to be notified when this email is opened? Set this to to `True` and set up a Zap using the `New Read Receipt` trigger.

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.)

Have direct access to your own email servers? Check out our IMAP and SMTP services!

Email by Zapier

Stay on top of your prospects with this efficient workflow that connects Elements Financial Monitoring System to Email by Zapier. Whenever a new prospect is added in the Elements Financial Monitoring System app, an outbound email will be sent through Email by Zapier, ensuring consistent communication and timely follow-ups with potential clients. Simplify your prospect management and enhance your customer relations with this seamless automation.

Elements Financial Advisor Tools + Email by Zapier

Create and send outbound emails for new prospects in Elements Financial Monitoring System with Email by Zapier

Supported triggers and actions

New Prospect

New Read Receipt

New Inbound Email

Send Outbound Email

About Elements Financial Advisor Tools

Related categories

Similar apps

Zapier Interfaces

About Email by Zapier

Related categories