Email (SMTP)

Key Capabilities

• Send to single or multiple recipients via comma-separated list or array expression
• Full CC and BCC support with expression-driven recipient lists
• Plain text and HTML email bodies — both support BizFirst expressions
• Liquid template syntax in HTML body for complex, loop-driven email layouts
• File attachments: local file paths, S3 references, or inline base64-encoded blobs
• Custom sender display name and reply-to address
• Configurable SMTP credential (host, port, username, password, TLS/STARTTLS)
• Dual output ports: success (sent) and error (SMTP failure)

Business Benefits

Automated Transactional Communication

Remove manual steps from order confirmations, invoice delivery, account registrations, and password resets. Trigger the right email at the right moment, with data populated directly from the workflow context — zero manual intervention required.

Rich HTML Email Templates

Go beyond plain text with fully styled HTML emails. Use Liquid template syntax to loop over order line items, conditionally show sections, and format currency and dates — all without a separate email service platform.

Operational Alerting at Scale

Send SLA breach notifications, workflow failure alerts, batch completion summaries, and system health digests to the right stakeholders automatically. Dynamic recipient lists ensure the right people are always notified.

Document Delivery Workflows

Attach generated PDFs, spreadsheets, and reports to emails triggered by workflow completion. Close the loop between document generation and customer or partner delivery in a single, automated step.

Use Cases

Invoice PDF Delivery

After an invoice is generated as a PDF in a previous workflow step, attach it to an email and send it to the customer. Populate the subject line and body with dynamic invoice number, amount, and due date from workflow variables.

Order Confirmation Email

Immediately after order placement, send a branded HTML confirmation email listing all ordered items, quantities, prices, shipping address, and estimated delivery date — all rendered from the order object in workflow context.

Password Reset / Account Verification

Send a time-sensitive password reset link or email verification token to a user. Include the token stored in a workflow variable and set a short, clear subject to maximise open rates and security compliance.

Welcome Email Sequence

Trigger a welcome email when a new user is registered. Personalise the message with the user's first name, company, and a direct link to their onboarding checklist — driving activation from day one.

SLA Breach Alert

When a monitoring workflow detects a service metric exceeding a threshold, email the on-call engineer and their manager simultaneously. Include the metric name, current value, threshold, and a link to the monitoring dashboard.

Approval Notification

Notify an approver that a purchase request, expense claim, or document is awaiting their review. Include a deep link to the approval portal and a summary of the request details formatted from workflow data.

Workflow Completion Digest

At the end of a nightly batch processing workflow, send a summary email to the operations team with a count of records processed, errors encountered, and any records requiring manual review — using a loop-rendered HTML table.

In This Guide