Use an external SMTP server

Learn how to use an external SMTP server in Workflow. This server can be managed by yourself or an email service provider.

Click the Settings tab of Workflow, and then click Login & SMTP Credentials.

Specify the information of the SMTP server in the External SMTP section.

The following table provides the description of each field:

Field	Required or optional	Description
SMTP Server Name	Required	Host name of the external SMTP server. Note that Zuora enables the external SMTP server for Workflow only if this field is specified.
SMTP Port	Required	The port that Zuora uses to connect to the external SMTP server.
SMTP Username	Required only when basic authentication is used	The username for the external SMTP server.
SMTP Password	Required only when basic authentication is used	The password for the external SMTP server.
SMTP Authentication	Optional	Select the authentication mechanism for the external SMTP server. Workflow supports basic authentication and OAuth.
OAuth credential	Required only when OAuth is used	Select an available OAuth credential from the credential store or authentication providers list in Workflow.
Enable StartTLS	Optional	Indicate whether to enable a secure connection with the external SMTP server by using TLS or SSL.

Microsoft is deprecating support for basic authentication with SMTP in 2027. If you use Microsoft SMTP with Workflow, register the Zuora application in Microsoft Entra and generate the OAuth credentials that you will configure in Zuora for the OAuth connection.

For Microsoft-side configuration guidance, see: Authenticate an IMAP, POP or SMTP connection using OAuth.

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