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Send e-mail

Send e-mail

Sends an e-mail with support for carbon copy and blind carbon copy recipients, HTML content and multiple attachments. It can use the default Roberty sending server or a custom SMTP server — ideal for sending from your own domains or specific corporate accounts.


Options​

Sender​

Enter the e-mail address that will appear as the sender of the message.

Addressee​

Enter the e-mail address of the main addressee of the message.

Carbon copy (CC)​

Enter the e-mail address that will receive a copy of the message. This field is optional.

Blind carbon copy (BCC)​

Enter the e-mail address that will receive a blind copy of the message — the other addressees will not see this address. This field is optional.

Subject​

Enter the subject that will appear in the e-mail.

Content​

Enter the body of the message. It supports HTML formatting to create e-mails with styles, tables and links.

Use custom SMTP​

Defines whether the e-mail will be sent through a custom SMTP server. Select Yes to configure your own server, or No to use the default Roberty sending.

E-mail service​

Select the sending service to be used. This field is only shown when Use custom SMTP is enabled. The options are:

  • Outlook 365 — sends through a Microsoft 365 account
  • Manual — allows you to configure any SMTP server

Outlook login​

Select the Outlook login action already executed in the flow (Outlook OAuth or Outlook Connection action). This field is only shown when the Outlook 365 service is selected.

Host​

Address of the SMTP server. This field is only shown when the Manual service is selected.

Port​

Number of the SMTP server port. This field is only shown when the Manual service is selected.

User​

E-mail or authentication user on the SMTP server. This field is only shown when the Manual service is selected.

Password​

Authentication password on the SMTP server. This field is only shown when the Manual service is selected.

TLS security​

Defines whether the connection with the SMTP server will use TLS encryption. This field is only shown when the Manual service is selected.

Attachments (optional)​

Enter the files to attach to the e-mail. For each attachment, enter the full file path and, optionally, a CID. This field is optional.

The CID (Content-ID) is a unique identifier used in the SMTP protocol to link an attached file to a specific part of the HTML body of the message (known as an inline attachment). If you set a value in this field (for example, company_logo), you can reference it directly in the Content field to render the attachment visually inside the e-mail, instead of leaving it listed only in the message footer.

Returns​

This action has no returns.

Rules and Conditions​

  • The Sender, Addressee, Subject and Content fields are required in every version.
  • The CC and BCC fields are optional.
  • When Use custom SMTP is No, Roberty uses its internal sending server.
  • To use the Outlook 365 service (Versions 2.0 and 3.0), you must reference an Outlook login action (Outlook OAuth or Outlook Connection) already executed in the flow.
  • The attachment paths must be valid paths accessible on the machine where the robot is running.
  • In Version 3.0, each attachment supports an optional CID to reference it inline in the HTML body of the e-mail.
  • In Version 1.0, the custom SMTP server is configured directly with host, port, user, password and TLS — with no service selection.