How it works
The Email integration sends messages when something happens in your business system. Choose Zite’s sender, a Gmail or Outlook mailbox, or Custom SMTP for another provider. Recipients don’t need to connect an email account to your app. By connecting Email, you can:- Send confirmations and status updates
- Personalize messages using your records
- Add a logo, formatted text, images, and buttons
- Attach files such as invoices or reports
- Set recipients, CC, BCC, and a reply-to address
- Use a sender name that customers recognize
How to integrate Email into your app
1
Connect to Email
Ask Zite to connect Email, or select + → Integrations → Email. Choose Zite, Gmail, Outlook, or Custom SMTP.Follow the verification or sign-in prompts; for SMTP, enter the sending details supplied by your provider. Custom SMTP requires Team or Enterprise.
2
Describe your use case
Tell Zite the trigger, recipient, and message. For example, “When an appointment is confirmed, email the customer its date, time, and booking link.”Ask for your branding and reply-to address, and specify how to avoid sending the same confirmation twice. For reminders, state the timing and time zone.
3
Test and publish
Trigger the action using an address you control; preview runs can send real emails. Check the sender, recipient, subject, links, attachments, and appearance in the inbox.Select Publish in the upper-right corner when the workflow works as expected.
Common use cases
With an Email connection, you can create apps like:- Booking Confirmations: Send appointment details and a booking link
- Order Updates: Tell customers when an order changes status
- Team Alerts: Notify a colleague when a request needs attention
- Reminder Systems: Send scheduled follow-ups for upcoming tasks
- Report Delivery: Email a generated report as an attachment
Important notes
- Sending versus inbox sync: Email sends messages; it does not automatically bring replies into your app. Use the Gmail or Outlook integration and ask Zite to build an inbox view for that.
- Sender name and address: Open the Email integration and edit the app’s Sender settings. From name changes the display name; Gmail and Outlook still send from the connected mailbox.
- Zite sender: Complete Verify to use if shown. With Zite selected, From email can specify your own sending address; leaving it blank uses the Zite address. If a custom address is rejected, contact support to confirm the required sender setup.
- Custom SMTP: Use the host, port, security protocol, username, password, and approved sender address from your provider. Your provider’s sending limits still apply.
- Missing or duplicate emails: Check the recipient and spam folder, then Workflow Runs for whether sending ran or failed. Ask Zite to check the trigger and repeated actions; reconnect Gmail or Outlook if sending permission is missing.
Need help with this integration? Contact support@zite.com.