This allows the system to send emails directly to your clients and suppliers via your email system instead of using the system's one.
When sending out emails Zigaflow will automatically use the correct email account that matches the email address entered in the "From:" field in the quote or invoice, etc.
If no matching email address is found, then the default email account is used.
Where to find the Settings in Zigaflow
Select the cog at the top right of the Zigaflow screen, then Email Management
Set up with:
- Email: Your email address
- Host/Server: smtp.gmail.com
- Password: Your account password
- Port: 587 (usually)
- Enable SSL: Yes
Click on 'Test'. You will get a message to confirm that the connection has been made successfully.
If you are using two-factor authentication you cannot use your usual password to connect. If this is the case, you may get a message similar to this:
Therefore, you need to get an 'App Password' and enter that instead.
To do this, follow the instructions from Google
Setting up an app password for Gmail
Note that app passwords cannot be issued unless you have 2 step authentication set up.
When you have done that, go to this page:
Add the name Zigaflow and copy the generated app password to the password textbox in Zigaflow's email settings and click on 'Test'. You will get a message to confirm that the connection has been made successfully.
Some users have found that following this sets up the Gmail account properly:
- Log into your Google admin
- Click Security
- Click Basic Security
- Enable users to use 2 step verification
- 2 step was then available on my email account
Then, generate a new app password and enter into Zigaflow
Note that if you do this, other apps may also need the app password set up.