Installing and Configuring Email connector

The Email connector allows you to connect to an email provider and send emails directly from a flow.

Overview

You can use the Email connector to integrate email functionality into your flows. For example:

• Send simple emails, triggered at defined points within a flow.

• Send emails that require a decision from an email recipient before the flow can continue progressing along the chosen outcome path, such as with a flow approval process.

Installing the Email connector

1. Select Connectors from the main left-hand menu.
2. Click New Connector to open the New Connector page.
3. Select the "Email" connector from the Connector Type drop-down menu.
4. Enter a name for the connector in the Name field, such as "Email Connector" for example. The Email connector URL is shown in the Url field.
5. Click Retrieve Connector Configuration Data to open the Configure Connector page.
6. Click Install.
7. On the Edit Connector page, click Save Connector.
8. The Email connector is now installed, and can be imported as a shared step into your tenant(s).

Configuring the Email connector

The configuration values will depend on your chosen email provider. For example, to send emails from a Gmail account you will need to configure the connector to use a different SMTP server name than if you are sending emails from a Microsoft Exchange/Office 365 account.

• Email connector configuration values

• Configuring Gmail with the Email connector

• Configuring Microsoft Exchange with the Email connector

Using message actions and send types

Once you have installed, configured, and imported the connector into your flow, use a message step and message actions to send emails from your flow.

There are several different types of message action available for the connector:

• Email connector message actions and send types

  • Send email (simple)

  • Send email

  • Send email with Decision Request

Worked examples

To get started using the connector, the following worked examples are provided:

• Sending a simple email

• Sending an email with a decision request

• Sending email attachments using the Email connector

Connector URL

The Email connector endpoint URL is:

• flow://email

Features

The Email connector forms part of the following features within :

• Files: This feature allows you to expose files stored in an external repository from within your flows. This also allows users to upload and manage files through flows.

• Messages: This feature provides the ability to interact with the connector using Message steps.

Known limitations

• Although the connector can be integrated with a File Upload component to allow a user to upload and send a file as an email attachment, the file attachment is a temporary resource in the connector. The connector is not designed for permanent file storage.

  To store files that are attached to emails sent with this connector, use a dedicated file storage connector such as the Amazon S3 connector. See Sending email attachments using the Email connector.