Table of contents
- Introduction
- Guide
Introduction
Many integration flows require timely notifications or reports based on what happens during data processing. Instead of relying on external systems or manual actions, being able to handle this directly within the flow makes integrations more reliable and easier to manage. Sending emails as part of a transformer allows important information, such as errors, status updates, or generated reports, to reach the right people automatically, using dynamic content that adapts to each specific process.
Navigate Connections → Email servers first, and then go to Transformers → Create a new transformer.
Guide
Step 1: Before creating an Email Transformer, you need to configure an email server.
- Go to Connections → Email servers.
- In Settings, choose one of the following connection options:
- SMTP – Send emails using SMTP. If you select this option, the following fields are required:
- Host;
- Port;
- Username;
- Password.
- SendGrid – Send emails using SendGrid. If you select this option, you need to provide an API Key.
Step 2: To configure the sender and recipient information, use the Configuration tester on the right-hand side and fill in the following fields:
- Sender email address – the email address from which the email is sent.
- Sender name – the name of the sender.
- To – the recipient’s email address.
- Subject – the email subject line.
- Email message – the body of the email.
Once completed, run the test to verify the connection to the email server.
Step 3: Go to Transformers → Create a new transformer → Add Data transformer → Email transformer. Fill in all required fields:
- Select the email server from the list (the most recently created server will be available).
- Sender, recipient, and message details.
- Select one option for Email message format: HTML, Plain text, or Both.
- Add the HTML message, plain text message, or both.
- Enable Logging: Email sender, Email recipients and Email message.
