How to Set Up a Send Email Connection in OttoKit

This guide will walk you through the process of creating a Send Email connection in OttoKit, enabling you to send automated emails through your preferred email provider.

Prerequisites

Before setting up your Send Email connection, ensure you have:

• An active OttoKit account
• Access to your email provider’s SMTP settings
• Valid email credentials for the account you want to use for sending emails

Step 1: Navigate to the Apps Section

• Log in to your OttoKit platform
• Navigate to the Apps section from the main dashboard
• Click on Create new connection

Step 2: Search for Send Email

• In the connection creation interface, search for “Send Email.“
• Select the Send Email app from the search results

Step 3: Configure Connection Settings

You’ll need to fill in the following important information to establish your Send Email connection:

Required Fields:

Title for this connection

• Enter a descriptive name for your connection (e.g., “Gmail Business Account” or “Support Team Email”)
• This helps you identify the connection when setting up workflows

Host Name

• Enter your email provider’s SMTP server address
• This is provided by your email hosting service

Username

• Enter your complete email address (e.g., [email protected])
• This is the email account that will send the emails

Password

• Enter your email account password or app-specific password
• For enhanced security, many providers require app passwords instead of regular passwords

Use TLS

• Select whether to use TLS encryption (recommended for security)
• Most modern email providers require TLS to be enabled

Port

• Enter the SMTP port number provided by your email service
• Common ports include 587 (TLS), 465 (SSL), or 25 (unsecured)

Example: Gmail SMTP Configuration

Gmail SMTP Settings:

• Title for this connection: Gmail Account
• Host Name: smtp.gmail.com
• Username: [email protected]
• Password: [Your app password – not your regular Gmail password]
• Use TLS: Yes (enabled)
• Port: 587

Important Notes for Gmail:

• You must use an App Password instead of your regular Gmail password
• Two-factor authentication must be enabled on your Google account to generate app passwords
• To create an App Password: Go to Google Account Settings > Security > App passwords > 2-Step Verification > Scroll down to Generate new password

Step 4: Test Your Connection

• After filling in all required fields, click “Connect Send Email”
• OttoKit will verify that it can successfully connect to your email server
• If successful, you’ll see a confirmation message
• If the test fails, double-check your settings and credentials

Troubleshooting Common Issues

Connection Failed

• Verify your SMTP settings are correct
• Check that your email provider allows SMTP connections
• Ensure you’re using the correct port and TLS settings

Authentication Failed

• Confirm that your username and password are correct
• For Gmail and other providers, ensure you’re using an app-specific password
• Check if two-factor authentication is properly configured

Security Restrictions

• Some email providers block SMTP access by default
• Enable “Less secure app access” if required (not recommended for production)

Next Steps

After successfully creating your Send Email connection, you can:

• Use it in your OttoKit workflows to send automated emails
• Create multiple email connections for different purposes or accounts

Getting Help

If you encounter any issues during setup:

• Check your email provider’s SMTP documentation
• Contact OttoKit support for assistance