Email Service

How to Use the "Email Service Connector" in DBSync Cloud Workflow

Overview

The DBSync Email Service Connector provides a straightforward way to send emails to any SMTP server. It allows users to process outgoing emails and perform conditional actions defined while creating projects, processes, workflows, and rules.

Prerequisites

To establish a connection to an outgoing SMTP server, a user must:

  • Have a valid license for the DBSync Email Service Connector, along with a username and password to connect to the DBSync iPaaS platform.

  • Obtain a valid username, password, SMTP host, and port to send outbound emails via the SMTP server.

Connector Configurations

The following parameters are required while configuring the Email Service Connector:

Property

Description

Required

Default Value

Username

The username of the account on the email server.

Yes

Password

The password of the account on the email server.

Yes

Protocol

Always default the protocol to "SMTP".

Yes

Host

The IP address or domain name of the email server.

Yes

Port

The default SMTP port is usually "25".

Yes

25

SSL

Default value is "false". Set to "true" if SSL certificate is installed.

Yes

false

Steps to Use the Email Service Connector

Login to DBSync Cloud Workflow

  1. Navigate to the DBSync website and click on Login.

  2. Select 'Cloud Workflow'.

Enter Login Credentials

  1. Provide your User Name and Password and click Login.

Create a New Project

  1. After logging in, click on Create to start a new project. Name your project (e.g., Email Notification Project).

Add a Task

  1. Click on Add Task and name it (e.g., Send Email).

  2. Assign the task to a Bot and click Configure.

Add the Email Service Connector

  1. In the task configuration screen, look for the option to add connectors. Select Add Connector and choose Email Service from the list.

Configure the Email Connector

  1. Enter the required configuration details:

  • Username: Your email account username.

  • Password: Your email account password.

  • Host: The SMTP server address (e.g., smtp.example.com).

  • Port: The port number (default is 25).

  • SSL: Set to "true" if using SSL.

Define Email Properties

  1. Specify the default properties for the email:

  • Recipient: Comma-separated list of recipient email addresses.

  • Sender: The email address of the sender.

  • Subject: Default subject line for the email.

  • Body: Default body content of the email.

Set Up Dynamic Email Content (Optional)

  1. If you want to send emails with dynamic content, configure the fields for To, From, CC, Subject, and Body during the mapping process. This allows you to customize the email content based on data retrieved from a database or external system.

Add Conditional Logic (Optional)

  1. You can implement conditional actions to determine when the email should be sent based on specific criteria defined in your workflow.

Save and Run the Workflow

  1. Click Save to store your configuration.

  2. Click the Run icon to execute the workflow. Monitor the console output for any errors or confirmation messages regarding the email sent.

Review Logs

  1. After running the integration, check the logs to verify that the email was successfully sent. This will help you identify any issues that may have occurred during the process.

Uses of Email Connector

The Email Connector supports two modes of outbound emails:

  • Constant Outbound Emails: Send emails with the same message to recipients. This is useful for notifications about process completions.

  • Dynamic Content Emails: Send emails with content that changes based on data from a database or external system.

PRO TIP

When configuring the Email Service Connector, ensure that the SMTP server settings match the security and authentication requirements of your email service provider. Incorrect settings may lead to email delivery issues.

Frequently Asked Questions (FAQ)

1. What is the purpose of the Email Service Connector in DBSync Cloud Workflow?

The Email Service Connector allows you to send emails through any SMTP server, enabling automated email notifications and conditional email actions within your workflows.

2. Can I use the Email Service Connector with any email provider?

Yes, as long as you have the correct SMTP settings (host, port, username, password) for your email provider, you can configure the Email Service Connector to work with it.

3. How do I set up dynamic email content?

You can set up dynamic email content by configuring the To, From, CC, Subject, and Body fields during the mapping process, allowing customization based on data from a database or external system.

4. What should I do if my emails are not being sent?

First, check the logs for any error messages. Ensure that your SMTP settings (host, port, username, password) are correct and that the email service provider allows SMTP connections. Also, verify that any firewalls or security settings are not blocking the connection.

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