website logo
🔭Overview
💼Platform Actions
💜Integrations
🧰Custom Actions
🛠️Developer's Guide
Navigate through spaces
⌘K
🔗Integrations
📗Gmail - outgoing
📗Gmail - incoming
📗Google Sheets
📗SendSMS
📗SMSO
📗WebFlow
📗Typeform
📗SendGrid
📗GetGist
📗SendinBlue
📗Airtable
📗Yahoo
📗SmartSheet
📗Microsoft Outlook
📗Hubspot
💯Demos
📘Google Forms & PROCESIO
📘Using the Document Designer to send customized emails.
📘Audio to Text using OpenAI's Whisper
📘How to Track read emails?
📘HubSpot contacts analytics
📘How to integrate with JIRA to create tickets
📘How to create an order confirmation process
📘Typeform + PROCESIO +Airtable
📘Webflow + PROCESIO + Airtable integration
📘Sending criteria based alerts to contacts from an excel workbook
📘How to integrate with UIPath robots
📘How to extract e-mail addresses from websites
📘SenseTask OCR integration + notifications
📘FTP to FTP transfer
Docs powered by archbee 

Gmail - outgoing

6min

Sometimes you will need to send an email from a printer, scanner, or app using an SMTP relay service. Google provides such a service for free and you can easily add it to your flow to easily increase functionality.

Google account

1. From the Google Apps menu, navigate to your Google Account.

Document image


2. From the Security tab navigate to Signing in to Google and turn on the 2-Step Verification.

3. From the Security tab navigate to Signing in to Google and select App passwords.

4. Select Mail and Other(Custom name) (for our case) and provide a name for this password. You will be able to see the generated password only once.

Document image


Create the credential

1. Navigate to the Credentials Manager section.

2. Select the Add New button from the upper right corner.

3. Give a Name to the newly created connection, select SMTP Server Configuration from the Credential Type dropdown and optionally add the Description.



Document image




4. Select the Next step button.

5. Enter the GMail connection data as shown in the screenshot. The password is the one that was generated in a previous step.

Document image


6. When you click the Test connection button PROCESIO will test the connection and give the Successfully tested! message.

7. Save the connection.

Create and configure the process

1. After creating the flow using the drag and drop functionality you can give the Send Email Action a name, description and from the Select SMTP Server dropdown select the connection created at step 7.

Document image


2. In the Send Email screen enter the From(display name), To, Cc, Bcc, Subject and Body information and click Save.

3. If the Body will use HTML tags you will need to check Body is HTML.

Document image


4. From the upper right corner you can Save, Validate and Run the Process.

Document image


Updated 10 Apr 2023
Did this page help you?
Yes
No
Docs powered by archbee 
TABLE OF CONTENTS
Google account
Create the credential
Create and configure the process