Send an Email
The Send an Email action sends an email message via SMTP or Microsoft Graph API. Use this to send notifications, auto-replies, or forward information to other recipients.
When to Use This Action
Use this action when:
- You want to send an auto-reply or confirmation to a sender after processing their email
- You need to notify your team about a workflow event (e.g., ticket created, error detected)
- You want to forward information to another address as part of your workflow
Configuration
From
| Field | Description |
|---|---|
| From Address | The sender's email address. Supports text expressions. SMTP defaults to [email protected]. Delegated Microsoft connections can default to the connected user's mailbox. Enterprise Apps require this field and use it as the sending mailbox. |
| From Display Name | Optional display name for the sender. |
| Reply-To Address | The email address for replies. Use this when you want replies to go to a different address than the From address. |
| Reply-To Display Name | Optional display name for the reply-to address. |
Recipients
All recipient fields allow comma-separated lists of email addresses and support text expressions.
| Field | Description |
|---|---|
| To | Primary recipient(s). |
| CC | Carbon copy recipient(s). |
| BCC | Blind carbon copy recipient(s). |
| Suppress Email Addresses | Email addresses that should never receive this message. Use this to prevent sending back to MSPintegrations mailboxes and avoid email loops. |
Message
| Field | Description |
|---|---|
| Subject | The email subject line. Supports text expressions. |
| Body (Plain Text) | The plain text email body. Shown when Send HTML message is disabled. Supports text expressions. |
| Body (HTML) | The HTML email body with rich text formatting. Shown when Send HTML message is enabled. Supports text expressions. |
Options
| Field | Description |
|---|---|
| Send HTML message | When enabled, sends the email as HTML using the rich text editor. |
Files
Select incoming email files, form uploads, and files generated by earlier action steps. New actions select no files by default.
| Field | Description |
|---|---|
| Files | Add source rows in processing order. No files are selected by default. Use Up and Down to reorder rows. |
Sources can include email.attachments, email.inline_images, email.original_eml_file, email.original_email_as_image, form fields such as input.photos, action results such as custom.generatedPdf, and All Files. All Files includes every available file and creates the original EML and original email image when the workflow processes an email. Select email.attachments when you want only regular files attached to the incoming email.
Each source row has optional Filename, MIME type, and Maximum bytes filters. A file must match every populated filter on its source row. To filter every available file, add an All Files source and configure its row filters. When sources contain the same file, the action attaches its first occurrence only.
HTML images referenced through cid: links remain embedded automatically, even when you do not select email.inline_images. If you select email.inline_images, the action adds only images that the HTML body did not already embed as regular attachments.
Sending Method
| Field | Description |
|---|---|
| Send Via | Choose SMTP or Microsoft Graph API. Default: SMTP. |
| SMTP Server | The SMTP server to use. Leave empty to use the default server. Shown when Send Via is SMTP. |
| Microsoft Credential | The delegated or Enterprise App Microsoft connection to use for sending. Leave empty to use the default delegated Microsoft connection. Select an Enterprise App explicitly. Shown when Send Via is Microsoft Graph API. |
Returned Variables
This action does not return any variables.
Notes
- Must have at least one recipient (To, CC, or BCC) and body content
- Subject is truncated to 255 characters
- Includes anti-loop protection to prevent email cycles
- SMTP retries up to 3 times on delivery failures
- Delegated Microsoft connections require the
Mail.Senddelegated permission - Enterprise Apps require the
Mail.Sendapplication permission with admin consent - Enterprise Apps require an explicit From Address and do not fall back to another mailbox
- Microsoft must authorize the selected connection to send from the From Address
- Use Exchange Online RBAC for Applications to restrict which mailboxes an Enterprise App can send from
- Use Address Suppressions to prevent sending to your own MSPintegrations mailboxes
Related Topics
- File Uploads in Forms: collect files for email attachments
- Generate PDF: create a PDF file to attach