Database > Workspace > Site Settings > SMTP Services

SMTP Email Services

Configure custom SMTP settings for email delivery, validation links, and account updates.

Overview

The SMTP Email Services module allows Workspace Administrators to register and manage outbound email accounts used by CoconutDB for sending emails.

Once an email account is configured, it becomes available throughout the workspace and can be used by REST APIs, automation workflows, user authentication, notifications, and other platform features without requiring additional configuration.

In addition to sending emails, CoconutDB also supports inbound email integration. By configuring an inbound mail server, incoming emails can automatically trigger business workflows and automate email-driven processes.

Why Use SMTP Email Services?

Instead of configuring SMTP credentials separately for every application or workflow, CoconutDB centralizes email management into reusable sender profiles.

A registered email account can be used for:

  • User invitations
  • Email verification
  • Password reset emails
  • One-Time Password (OTP) delivery
  • Workflow notifications
  • Transactional emails
  • Custom application emails
  • Automated system alerts

Registering an Email Account

To register a new sender profile:

  • Navigate to Site Settings → SMTP Email Services.
  • Click Register Email Account.
  • Select your email provider.
  • Enter the sender information.
  • Configure SMTP connection details.
  • Save the profile.

The email account is immediately available for use throughout the workspace.

Register Email Account Profile Modal Form
Interactive modal to configure provider types, SMTP connection host, communication ports, encryption protocols, and login credentials.

Supported Email Providers

CoconutDB supports multiple outbound email providers, including:

  • SMTP
  • Gmail
  • Outlook
  • Microsoft 365
  • SendGrid

Additional providers can be configured using standard SMTP settings.

SMTP Configuration

Each sender profile contains the following information:

FieldDescription
Display Sender NameThe friendly name displayed as the email sender.
Sender Email AddressThe email address used to send messages.
SMTP HostThe mail server hostname.
SMTP PortCommunication port used by the SMTP server.
Encryption TypeTLS, SSL, or other supported encryption methods.
SMTP UsernameUsername used for authentication.
SMTP PasswordPassword or application-specific password used to authenticate with the mail server.
Reply-To Address (Optional)Address where recipients should send replies.
BCC Copy Address (Optional)Automatically sends a blind copy of every outgoing email to the specified address.

Registered Mail Accounts

The Registered Mail Accounts page provides a centralized view of all configured sender profiles.

For each account, administrators can view:

  • Sender Profile
  • Email Address
  • SMTP Server
  • Provider
  • Default Sender Status

Administrators can also:

  • Test the connection
  • Send a diagnostic email
  • Edit configuration
  • Delete sender profiles
  • Set the default sender account
Email Dispatcher Accounts Dashboard
Centralized workspace dispatcher administration panel showing registered mail profiles, SMTP servers, active TLS status, and actions.

Test Connection

Before using an email account in production, administrators can verify the SMTP configuration using the Test Connection option.

This validates:

  • SMTP authentication
  • Network connectivity
  • Encryption settings
  • Server availability

Testing the connection helps identify configuration issues before emails are sent by applications or workflows.

Send Diagnostic Test Email

The Send Test Email feature allows administrators to verify that emails are delivered successfully.

A diagnostic email can be sent to any recipient using the configured sender profile.

This is useful for:

  • Verifying SMTP credentials
  • Confirming email delivery
  • Testing spam filtering
  • Validating sender reputation
  • Troubleshooting email issues
Send Diagnostic Test Email Validation Pop-up
Pop-up validation form to execute and verify test email delivery using the configured custom dispatcher credentials.

API Integration

Once an email account has been registered, CoconutDB automatically makes it available to the platform's email APIs.

Applications and workflows can send emails without directly handling SMTP credentials.

Typical API use cases include:

  • Sending transactional emails
  • User notifications
  • Workflow-generated emails
  • Custom application messaging
  • System-generated alerts

This centralizes email management while improving security by keeping SMTP credentials within the platform.

Inbound Email Processing

In addition to outbound email, CoconutDB supports inbound email integration.

By configuring an inbound mail server (such as IMAP or POP3), incoming emails can be received and processed automatically.

This enables email-driven business processes such as:

  • Creating support tickets
  • Processing approval requests
  • Capturing customer responses
  • Parsing structured email content
  • Triggering automated workflows

The configuration and workflow capabilities for inbound email processing are covered in detail in the Site Workflows section.