SMTP Connector

SMTP connectors in Experlogix Smart Flows enable reliable, automated email delivery as part of your document and process workflows. By configuring one or more SMTP connectors, you can control how emails are sent from Smart Flows, including the mail server used, authentication method, sender identity, and security settings. This allows you to align outbound email communication with internal IT policies, branding requirements, and compliance standards.

Connector in a nutshell

Parameters Values
Connector name SMTP
License Requires SMTP plugin
Required version of Smart Flows 4.0+
Max number per project Unlimited
Available for Single Sign-On No
Support for Individual User Authentication No
Supported authentication patterns

  • OAuth (recommended)

  • Basic Authentication (*)

(*) May become deprecated in the future, please check.

Connector setup

To setup a connector to an email service in the Project Console:

1. Navigate to Control Panel > Connectors.
2. Create a new connector.
3. Give the connector a Name, Description (optional) and set the Type to "smtp".
4. Select Next to continue the connector configuration.

Select email service provider and authenticate

Select provider

  • There are optimized connector setup experiences available for Gmail (Google) and Microsoft Exchange.

  • If you want to connect your Smart Flows project to a non-Google or non-Microsoft email service, choose the "Create a connection" option in the Provider drop-down. In that case provide the following information:

    • Server - The SMTP server name (typically "smtp.providername.extension") is provided by your email service provider. It can usually be found in the provider’s official documentation.

    • Port - The port number depends on the security protocol used (for example TLS or SSL). Common ports such as 587 or 465 are documented by the email provider and may be enforced by IT security policies.

    • User - The username is the email address or service account you want to use to authenticate with the SMTP server. This is typically a dedicated mailbox or service account created for automated emails provided or approved by your IT administrator.

If you are unsure which values to configure, verify them with your IT team or the SMTP provider’s setup guide. Incorrect configuration can block email delivery or violate security policies.

Authenticate

Smart Flows supports both OAuth authentication and basic authentication for SMTP connectors. If your email service provider supports OAuth, Experlogix strongly recommends using this type.

*Basic Authentication may become deprecated in the future. For more information, see Updated Exchange Online SMTP AUTH Basic Authentication Deprecation Timeline.

Setting up OAuth authentication

1. Create an app registration for Smart Flows in the admin center of your email service provider. To set up such an app registration you require:
1.1. Administrator permissions to your email service configuration setting.
1.2. The redirect URI of your Smart Flows project, which is as follows: "https://login.[your Smart Flows domain]/oauth2/redirect"
The Smart Flows domain is the URL of your project without the project identifier. If your project URL is "https://myproject.smartflows.xpertdoc.com/project", your domain is "smartflows.xpertdoc.com", hence your redirect URI will be "https://login.smartflows.xpertdoc.com/oauth2/redirect".
1.3. Follow one of the options below depending on your email provider.
2. Paste client ID and secret of the App in the connector and proceed to the next step in the configuration.

Provide admin details and test

After authentication, you can provide additional admin info and test your connector.

1. In the Admin user email address field, input the email address of an administrator.
2. (Optional) In the Admin user name field, input the name of the administrator.
3. (Optional) In the Send to field, input the email address that receives the test email.