Email Integrations

Form.io allows an easy integration to send emails after any action in the Form. Email Actions are located in the Form Action section but as a requirement it will ask you to use a provider.

When using the Form.io SaaS offering @ portal.form.io, you must set up your own Transport. The default transport service provided by Form.io is no longer available.

Please see more details for setting up an Email Transport below.

SMTP

To setup SMTP settings you need host, port, username and password. (TLS Supported)

For this example we will use MailTrap.io, after the account is created we can proceed to add a new inbox.

Then, MailTrap provide the necessary information to setup SMTP. Click in Show Credentials.

Next, we can add our credentials to the Email Provider in Form.io Portal Settings. After our information is in place click in Save Project Settings button.

Finally, we can create Email Actions in our forms and choose our transport.

Sendgrid

To setup Sendgrid your project will need the API Key of your SendGrid Account

Under your Sendgrid Account Settings > API Keys you can create a new API KEY

Add a name and choose the API Permission then click in Create & View

Copy your API Key and paste it in the Project Settings and click Save Project Settings.

Finally, we can create Email Actions in our forms and choose our transport.

Mailgun

To setup Mailgun all you need is an API Key and Domain.

Finally, we can create Email Actions in our forms and choose our transport.

Kickbox Validations

To setup Kickbox you can follow these steps.

1. Go to https://kickbox.io and create your free account.

2. Click on the Verify API section, and then click on New App.

3. Give your app a name, then select either Sandbox or Production and click Create.

4. Copy and paste the API Key into the following text field.

Then, you can add the kickbox validations to your Email Component in your Form.