> ## Documentation Index
> Fetch the complete documentation index at: https://docs.notfy.ai/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Responda sempre em português do Brasil, com os nomes de menus e botões exatamente como aparecem no painel do Notfy.
> Use somente o que está documentado aqui. Se a documentação não cobrir a pergunta, diga isso e indique a página mais próxima em vez de inventar.
> Funcionalidades podem depender do plano, do segmento da empresa, das permissões do usuário e de integrações ativas: cite essa condição quando a página a mencionar.
> Nunca peça nem repita senhas, tokens ou dados pessoais de clientes.

# 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.

## When to use

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

## 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.

## 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)**.

## 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.

## Gmail and Outlook

> [tab] 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.

> [tab] 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.

## 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.

> [!NOTE]
>
> 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.

## Frequently asked questions

> [accordion] 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.

> [accordion] 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.

> [accordion] 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.

> [card] [Message templates](https://docs.notfy.ai/en/cadastros/modelos-mensagem.md)
>
> Create templates for WhatsApp and email.

> [card] [Reports](https://docs.notfy.ai/en/relatorios.md)
>
> Generate files and send them by email.


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