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Documentation Index

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Overview

By default, Rootly sends workflow emails from workflows@rootly.com. Connecting an SMTP server lets you route those emails through your own mail infrastructure — so emails arrive from your company domain and you retain full control over delivery, authentication, and TLS configuration.

Custom Sender Domain

Send workflow emails from your own domain instead of Rootly’s default address.

Full Delivery Control

Configure TLS, authentication type, port, and SSL verification to match your mail server’s requirements.

Works with Send Email Action

All Send an Email workflow actions automatically route through SMTP once connected — no changes to existing workflows needed.

Highest Priority

SMTP takes precedence over SendGrid. If both are connected, SMTP is always used.

Before You Begin

  • You must be a Rootly admin to set up the integration
  • You need SMTP credentials for your mail server (address, port, username, password)

Installation

1

Open the SMTP integration in Rootly

Go to Configuration → Integrations, find SMTP, and click Setup.
SMTP integration in the integrations list
2

Enter your SMTP server settings

Fill in your server configuration and click Connect.
SMTP configuration form

Configuration

Address
string
required
The hostname of your SMTP server — for example, smtp.gmail.com or smtp.sendgrid.net. Must be a valid domain name. Stored encrypted at rest.
Port
integer
required
The port your SMTP server listens on. Defaults to 587 (STARTTLS). Common values: 25, 465 (SMTPS), 587.
Domain
string
The HELO/EHLO domain sent to the mail server during the SMTP handshake — for example, yourcompany.com. Optional; leave blank to use the default.
Username
string
The username for SMTP authentication. Required if your server requires authentication. Stored encrypted at rest.
Password
string
The password for SMTP authentication. Required if your server requires authentication. Stored encrypted at rest.
Authentication
enum
The authentication mechanism your server requires:
  • plain — Sends credentials in plain text (use with TLS)
  • login — Base64-encoded credentials (use with TLS)
  • cram_md5 — Challenge-response authentication (does not require TLS)
Defaults to plain.
Enable StartTLS
boolean
Force STARTTLS when connecting. If enabled and the server does not support STARTTLS, the connection will fail. Defaults to false.
Enable StartTLS Auto
boolean
Automatically detect and use STARTTLS if the server supports it, but do not fail if it doesn’t. Defaults to true. Disable if you are using direct TLS via SSL mode.
SSL
boolean
Use SMTPS — SMTP over a direct TLS connection on port 465. Defaults to true. Disable if your server uses STARTTLS instead.
SSL Verify Mode
enum
How OpenSSL validates the server certificate:
  • None — No certificate verification (useful for self-signed certs)
  • Peer — Verify the server’s certificate against trusted CAs
Defaults to None.
Once SMTP is connected, all Send an Email workflow actions are automatically routed through it. The From field in each workflow action controls the sender address — just ensure the address is authorized on your SMTP server.

Uninstall

To remove the SMTP integration:
  1. Go to Configuration → Integrations and find SMTP
  2. Click Connected to reveal the disconnect option
  3. Click Disconnect
Click Connected to reveal the Disconnect option
After disconnecting, workflow emails will fall back to SendGrid (if connected) or Rootly’s default delivery.

Frequently Asked Questions

No. All Send an Email workflow actions automatically route through SMTP once connected. No changes to existing workflows are required.
SSL (SMTPS) opens a TLS connection immediately on port 465. StartTLS begins as a plain connection on port 587, then upgrades to TLS. Most modern mail servers use port 587 with StartTLS — enable StartTLS Auto and disable SSL for this setup.
SMTP always takes priority. If both are connected, Rootly uses SMTP. To switch to SendGrid, disconnect the SMTP integration first.
Yes. Set SSL Verify Mode to None to skip certificate validation. This is useful for internal mail servers with self-signed certificates.
The From address must be authorized on your SMTP server. Rootly will not allow workflow emails to spoof Rootly-owned domains regardless of the From field value.