How it works
Automatically send emails and notifications based on your workflows. This is useful for confirmations, reminders, receipts, and more. Four email services are supported:Custom SMTP is available on the Team and Enterprise plans. Learn more here.
How to automate with email providers
The quickest way to send emails is using Zite’s built-in option, ideal for testing or internal apps. You can also connect your personal, Gmail, or Outlook account to send messages from your personal or work email.1
Connect to your email provider
In the chat box, request your app to be integrated with your preferred email provider or click the 
plug icon on the top right. Then, sign in to your email account.plus icon + in the chat box to connect.Set a custom sender name
2
Enter your use case
In the chat box, tell Zite how you’d like to use email in your app. For example, we’ll send an email when events are booked.
3
Test
Click 
Workflows on top and select your email workflow. Then, click History followed by Test run. Customize your email
Aside from the custom email button that shows up during connection, you can clickWorkflows on top followed by your email workflow to Edit your email.
From there, you can:
- Edit the recipient email or use a dynamic email field
- Edit the default subject and body
- Change font weight, add bullets, and more by highlighting text
- Insert dynamic data like name and preferences (orange tags) to personalize email by typing or clicking @ and selecting a field
- Add recipients to CC and BCC under Advanced
- Add files and a logo (on top of the body)
- Customize button text, alignment, and URL
Can’t find the field or information you want to display in your custom email? Simply prompt Zite to add it.
How to automate via SMTP
You can also connect to SMPT providers such as SendGrid, Loops, Mailgun and others. This is best suited for scalable, high-volume or production email and is recommended for public-facing apps.1
Choose SMTP
Click the
plug icon on the top right. Then, sign in to your SMTP account. In this example, we’ll use SendGrid as our host. plus icon + in the chat box to connect.2
Generate API Key
To fill out the necessary details, let’s go to our SendGrid dashboard. Click 
Email API on the left-hand panel followed by Integration guide. We’ll choose SMTP Relay.Create Key.- Username: apikey
- Password: sendgrid-api-key
- Host: smtp.sendgrid.net
- Email address: greg@zite.com (the email sender)
- Security protocol: TLS (recommended)
- Port: 587
3
Configure SMPT
Go back to Zite and paste the details from step 2.
Troubleshooting
If your email did not arrive, clickWorkflows on top followed by your email workflow. Then, go to History to view the Error.
