Integrations

Sending email through Postmark

Connect Postmark and your agent can email people during a call — a confirmation, directions, a quote, anything the caller asks to have in writing. The email goes out from your address, so what arrives in their inbox has your business name on it and not ours. There is no mail server to set up: you copy a token from your Postmark account and paste it here.

Caller-verification codes can go out from your address too. There is a switch for it when you connect; leave it off and codes come from the Vocarium address instead.

Where to find your token

In Postmark, open your server, go to the API Tokens tab, and copy the Server API token. It has to be the server one — the account token is for managing your Postmark account and cannot send mail, so pasting it here will simply be refused.

The address you send from

Your from address must already be a confirmed Sender Signature in Postmark, or on a domain you have verified there. Postmark refuses anything else outright rather than sending it, so this step is not optional.

Connecting

  1. Open Actions & Integration and press Connect on the Postmark card.
  2. Paste the Server API token.
  3. Fill in the from address — the address your emails should come from. This one is required.
  4. Add a from name if you want your business name shown beside the address, and decide whether verification codes should come from this address too.

We test the token against Postmark before saving anything, so a token that is wrong or cannot send comes back as a message in the dialog rather than as an email that quietly never arrives. The token is stored encrypted and is never shown again.

Only one email connection

You can have one email connection, not several. The Email card and the five key-based cards all answer the same question — which address does this business write from — so connecting a second one is refused, and the message tells you which one you already have. Disconnect that one first. Reconnecting Postmark itself is not a second connection, so replacing a token you have changed works normally.

If something goes wrong

  • The token is refused when you connect. The commonest reason by far is the account token in place of the server one. Otherwise: a token copied with a space on the end, or one that has been replaced in Postmark.
  • The from address is refused. Postmark will not send from an address it has not confirmed. Add and confirm the Sender Signature there, then come back — the wording in the error is theirs, not ours.
  • Emails are not arriving. Check the address the agent read back to the caller, then check the junk folder. If a signature or domain was only just confirmed, give it a few minutes.
  • Nothing gets sent twice. If a send fails we report it rather than trying again, because a retry would mean two identical confirmations in somebody's inbox.
  • There are limits. At most 2 emails on any one call, and 100 a day for your whole account. They are there so a confused conversation cannot burn through your sending allowance. Ask us if you need them raised.
  • Emails are plain text. No formatting, no images, no attachments — what the agent writes is what arrives.
  • Nothing is charged here. The email leaves on your own Postmark account and against your allowance there, so nothing comes off your Vocarium balance.