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Celonis Product Documentation

Email (SMTP)

Quick-Start

Celonis Process Automation enables users to send email through different email providers using SMTP (Simple Mail Transfer Protocol).

Overview
  • Overview

  • Email (SMTP) - Overview

  • Connection

  • Action configuration

Email (SMTP) - Overview

Celonis Process Automation has integrated action for enabling users to send emails through different email providers using SMTP, the protocol for email transmissions.

Note

Please note that there are two Actions available:

Send Email: Can be used if the Celonis Agent is not required.

Send Email (Agent): Required when using the Celonis Agent (version 0.4 or higher) to communicate with the SMTP server.

The configuration looks very similar, differences between the actions are highlighted below.

Connection
  1. Connection (optional): Username/email and password you are using to log in to your email account. A connection needs to be provided when the SMTP server requires authentication.

  2. Host (required): URL of your SMTP server e.g. smtp.gmail.com

    Please ensure that your SMTP server is reachable from the outbound IP addresses of EMS.

  3. Port (required): You can choose one of the ports in the list, please check your email provider's SMTP instructions

  4. Use TLS (optional): This is a Yes/No dropdown, please check your email provider's SMTP instructions

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Action configuration

Basic configuration:

  1. From Name (optional): Name of the sender

  2. From Email (required): Email of the sender

  3. To (required): Emails of the recipients

  4. Subject (required): Subject of the email

  5. Body Type (optional): The type of the email content can be chosen between plain text and HTML

  6. Body (required): Content of the email

Using inputs in links

If you want to use inputs from previous actions in your links, please make sure to use a single quote ''.

Example:

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Images

If you want to insert images in your body, please use PNG or JPG images.

Code editor example:

<img src="https://example.png" width="320" />

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Send Email - Advanced configuration:

  1. CC (optional): Emails of the recipients who the sender wants to inform publicly

  2. BCC (optional): Emails of the recipients who the sender wants to inform discreetly

  3. Reply To (optional): Email address to which the recipient will reply when she answers to the email

  4. Attachments (optional): Attachments can be passed to the email as a variable

  5. Use Agent: If the SMTP server cannot be reached from outside your network, the Agent can be used to communicate with the SMTP server. Default: No

    Warning

    Please note that a newer version of this Action is available. Switching to the new Action is required when using the Celonis Agent (version 0.4 or higher) to communicate with the SMTP server.

  6. Certificates:

    • TLS Reject Unauthorized: Verify the server certificate against the list of supplied Certificate Authorities. Default: Yes.

  7. SMTP Server Limits:

    • SMTP Server Outbound Limit: Define the outbound limit of the SMTP server. Default: Unlimited.

    • Limit Type: Select whether the SMTP server outbound limit is defined per host or per user. Default: Per user.

    • Retry Time Interval: Define the time interval (in seconds) that the Skill should wait until retry when the server outbound limit is reached. Maximum: 3600 (1 hour).

    • Retry Status Code: Define the retry status code that will be returned from the SMTP server. Default: 421.

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Send Email (Agent) - Advanced configuration:

  1. CC (optional): Emails of the recipients who the sender wants to inform publicly

  2. BCC (optional): Emails of the recipients who the sender wants to inform discreetly

  3. Reply To (optional): Email address to which the recipient will reply when she answers the email

  4. Attachments (optional): Attachments can be passed to the email as a variable

  5. Certificates:

    • TLS Reject Unauthorized: Verify the server certificate against the list of supplied Certificate Authorities. Default: Yes.