Email integration

Set up Notfy email sending through SMTP, Gmail or Outlook and use the connection in templates, reports, notices and tax documents.

The SMTP (Email) integration defines which account Notfy uses to send messages to your customers and to the team. You can use your own SMTP server or authorize a Google or Microsoft account.

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When to use

Set up this integration to send email templates, reports, notices and tax documents through the company’s account.

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Before you start

• Have permission to create and edit integrations.
• Choose one of the three sending methods: Manual SMTP, Gmail or Outlook / Office 365.
• For Manual SMTP, have the server’s host, port, user and password.

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Create the integration

1. Open the integrations

   In Settings, open Integrations and click to create an integration.

2. Choose the type

   Under Integration Type, select SMTP (Email), enter the Integration Name and save. The Email tab only appears after the record is saved.

3. Choose the method

   In the Email tab, open Method and select Manual SMTP, Gmail (Google) or Outlook / Office 365 (Microsoft).

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Manual SMTP

Fill in the fields of the SMTP Server section:

Field	How to fill in
Host	Address of the sending server, such as your domain’s server, cPanel or Zoho.
Port	Use the port provided by the provider. The form suggests 587 for TLS and accepts 465 for SSL.
Encryption	TLS (recommended), SSL or None, depending on the provider.
User	Account authorized to send messages.
Password	Server password or app password.

In the Sender section, enter the Name and the Email that will appear in the “From:” field. The address must be authorized by the SMTP server.

After saving, click Test Connection. Notfy reports whether the server responded or shows the error returned by the connection.

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Gmail and Outlook

Gmail

Under Method, select Gmail (Google) — connect with OAuth and click Connect with Google. Authorize the account in the new tab and return to the integration to check the Connected status.

Notfy uses the authorization to send emails through the connected account; the setup is not access to the inbox.

Outlook / Office 365

Under Method, select Outlook / Office 365 (Microsoft) — connect with OAuth and click Connect with Microsoft. Authorize the account in the new tab and check the Connected status.

The method supports @outlook.com, @hotmail.com and corporate Office 365 accounts.

For both methods, use Sender Name to define the name shown in the email. If the authorization stops working, reconnect the account in the same integration.

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Where the integration is used

• Message Templates: choose the Email channel to create standardized messages.
• Report Center: use Send by email and select the configured email server.
• Tax: send authorized tax documents when the module is configured.
• Notices and some reminders: features that explicitly offer the email channel use the company’s active integration.

To send reports, the Report Center looks for an active email integration. If there is none, the form says that one must be configured before sending.

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Frequently asked questions

Do I need to create an integration for each email address?

Not necessarily. Create one integration for each account or server the company will actually use and keep only the one that should be selected for sending.

Can I switch from SMTP to Gmail later?

Yes. Edit the integration, choose another method in the Email tab and complete the requested authorization or setup.

Does the connection test send an email?

The Test Connection button checks whether the SMTP server responds. To validate delivery, do a real send of a template or report to a test address.

Message templates

Create templates for WhatsApp and email.

Reports

Generate files and send them by email.