Email (Postmark)

Canvas uses Postmark to send transactional emails from your workflows. You can send booking confirmations, invoice reminders, welcome messages, and any other email your business needs.

Adding an Email Step

Drag the Postmark step from the Integrations category, or use the Email step from the Templates category. Both connect to Postmark for delivery.

Configuration

Select the Email or Postmark step and configure it in the right panel:

• From — The sender email address. This uses your configured Postmark sender identity.
• To — The recipient. Use a variable chip to pull the email address from upstream step data (e.g., the customer's email from a Customer entity step).
• Subject — The email subject line. Supports variable chips for personalization.
• Body — The email content. Write in plain text or use HTML formatting. Variable chips let you insert dynamic data like customer name, booking date, invoice amount, and more.

Variable Chips

Variable chips are the key to dynamic emails. They pull data from earlier steps in your workflow. For example, if a Customer step feeds into your Email step, you can insert chips for first name, last name, email, and phone.

To insert a variable chip, click the chip icon in the text field and select from available variables.

Tips

• Always test emails with a test run before scheduling the workflow.
• Use descriptive subject lines with personalization — "Hi Sarah, your booking is confirmed" performs better than generic subjects.
• Check your Postmark sender identity is verified to avoid delivery issues.
• Postmark credentials are managed dynamically through the ERP integrations settings — no environment variables needed.