Email (SMTP / Gmail / Sendgrid)
SMTP Profile Setup
Let's take Hotmail as an example.
Fill in the fields as shown in the picture. Note that you can find your "Sender name" in your account detail. Once done, click "Save". The sign at the upper right corner will tell you whether you succeed or not, either "Failed" or "Verified" like this:
You will receive a test email if your email address gets verified.
Gmail Setup
Click "Connect Google Account" after you choose "Gmail".
Select one of your Gmail and "Allow" OCP to connect.
Once done, it looks like this:
SendGrid Setup
Select "SendGrid", open its website:
Log in yourself, enter your SendGrid "Dashboard" from the upper right corner.
Follow step 1, 2 and 3 to create API key:
Give an API key name, select "Restricted Access".
Make sure you give OCP full access to "Mail Send" and click "Create & View" at the very bottom of the page.
Once done, copy your key back to OCP .
To get a "Sender Email", let's get back to SendGrid's website again. Click "Create a sender identity" and "Greate a Single Sender":
Fill in your details and "Create":
A verification link will be sent to your email, click it to get verified.
Send Email Notification
After setup your email integration, you can select it as a sender in your "Email Profile" list. Check how to send email notification?
Send Email Step
Add a Send Email step by right-clicking in your workspace or from the "Add new step" button:
This is how a Send Email step looks like:
Name a sender and receiver. There are 3 blocks of information, subject, message and attachment. Feel free to add what you need.
This is an example of an email from the user's side:
Related Articles
Email Profile Setting
In your main workspace, once you set up your email integration in SMTP profile, Gmail or Sendgrid are not supported. You can find the email integration in the Integrations in your main workspace. After you set up your email integration, you can ...2-way Email Syncing Using Sendgrid
Connecting to Sendgrid Fetching the API Key Sender Authentication Domain Authentication Single Sender verification Connecting to OCP How to use 2-way email syncing We released a new feature that allows you to sync your email both ways and even reply ...Support Email
You can offer email support to your customer by providing your email address in the below settings. After you set up your own email, anyone in your custom domain that clicks “the email us” from the top right dropdown as per below: Their email will go ...Email Templates
Create Template Follow steps 1 to 4 in the above screenshot. In the above screenshot: you can get started with a sample template use the tools on the right sidebar to edit your email preview your email on computer or phone define up to 10 variables ...Audit Logs
Please note this settings is only available to the owner & admin of the workspace. Audit logs give the users ability to keep track of the changes happening across their workspace. The information includes which team members switched to workspace, ...