Gmail Setup

Click "Connect Google Account" after you choose "Gmail".

Select one of your Gmail and "Allow" UChat to connect.

Open

Once done, it looks like this:

Open

How to Connect your Gmail Account by SMTP

Purpose of connecting Gmail Account through SMTP Profile

Sometimes we will need to connect a Gmail Account through SMTP Profile because, In some use cases, like connecting the Client’s Gmail account to the UChat Platform, where we don’t have access towards their Google Account.

Here we need to enable few things on the Google Account as below stated:

• Enable two-factor authentication

• Generate a app-specific password which will allow an external app to get access towards this SMTP profile.

First let’s us enable the two-factor authentication.

Goto Google Profile > Manage your Google Account > Security > 2-Step Verification

Once we are done with the 2-step verification, let’s go and generate the App Specific Passwords.

Search for the “App Passwords” > select the Device > Select Other (Custom name),

and example type “UChat” and click on Generate button.

Now Generate your Password by clicking on the Generate button. Next Copy the Password and click on “Done” button

Copy the Password, Open the SMTP Profile inside the Integrations section in the workspace and paste this password and fill all the required details as necessary.

Finally you can see your Gmail account is registered using the SMTP Profile.

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Send Email Notification

After setup your email integration, you can select it as a sender in your "Email Profile" list. Check how to send email notification?

Send Email Step

Add a Send Email step by right-clicking in your workspace or from the "Add new step" button:

This is how a Send Email step looks like:

Name a sender and receiver. There are 3 blocks of information, subject, message and attachment. Feel free to add what you need.

This is an example of an email from the user's side: