Send Email

How to Use the “Send Email” Action in Botassium

If you want to notify your team, forward user data, send alerts, or confirm submissions by email—right from a WhatsApp automation—the “Send Email” action in Botassium lets you do exactly that using your own SMTP email account.

This guide explains how to configure your email settings, compose the message, and test the setup.

What is the “Send Email” Action?

The Send Email node is an action that sends an email message using your custom SMTP settings, triggered at any point in your automation flow. You can customize the:

• Subject

• Body

• Recipient (To Email)

Each of these fields supports dynamic variables, allowing you to personalize messages with data collected during the automation (e.g., @user_name, @user_email, @selected_option).

SMTP Configuration (One-Time Setup)

Before you can send emails, you must configure your SMTP (email client) settings in the User Settings page. These fields are required:

• From Email: The sender email address (e.g., bot@yourdomain.com)

• Host: The SMTP host (e.g., smtp.gmail.com)

• Port: The SMTP port (usually 465 for SSL or 587 for TLS)

• Auth Username: The email account username

• Auth Password: The email account password or app-specific password

Once configured, these settings are saved and used for all outgoing emails via automation.

✅ You can click the Send Test Email button inside the user settings page to verify your SMTP credentials and preview email delivery.

How to Set It Up

1. Add the “Send Email” Node to Your Flow
   Go to the Automations section and drag this node where email sending should occur.

2. Fill in Email Fields

   • To Email: Can be a static email or a dynamic variable (e.g., @user_email)

   • Subject: The subject line (e.g., "New Lead from WhatsApp" or "@user_name just submitted a request")

   • Body: Compose the email content using plain text or HTML, and insert dynamic variables if needed

3. Send a Test Email (Optional)
   Click the Test Email button to send a test using your current settings and inputs. The response will confirm if everything is working properly.

4. Save and Connect the Node
   Once configured, the email will be sent automatically when the flow reaches this step.

Example Use Case

You want to notify your sales team whenever a new lead submits their contact details:

1. Collect user info with input nodes

2. Add the Send Email action

   • To Email: sales@yourcompany.com

   • Subject: New WhatsApp Lead: @user_name

   • Body:

3. Sales receives an instant email with lead details—no manual handoff needed

The Send Email action works in all WhatsApp automation flows, and is especially useful for team alerts, CRM notifications, data forwarding, onboarding sequences, or external system integration via email—all while using your own email infrastructure.