Send Email

Reference documentation for using the Email Send Email action

Written By Support Channel

Last updated Over 1 year ago

Overview of the Send Email action

The Send Email action enables a workflow to send an email to a specified recipient using a configured email service. This can be used to notify users, escalate issues, or send automated responses as part of a broader workflow.

Purpose	To send an email message through a predefined email configuration using either plain text or HTML content.
Parameters	1 Email Configuration 1 To 1 Subject 1 Text Content/HTML Content
Output	None

Understanding the Send Email action

The Send Email action allows you to send emails from within your workflow using a configured outbound mail server. You can send simple text emails or styled messages using HTML. The content and format can be defined statically or dynamically using expressions, allowing for highly personalised or automated messages depending on the context of the workflow.

Email Configuration

Choose the email configuration that defines the sender address, SMTP server and authentication.

To

Enter the recipient’s email address. This can be a static email or dynamically pulled from a user profile or data source.

Text Content

Provide the body of the message in either plain text into the Text Content field.

HTML Content

Provide the body of the message in either HTML text into the HTML Content field.

Working with the Send Email action

The Send Email action is designed to support a wide range of notification scenarios, from sending confirmations to alerting users or technicians of key workflow events.

Note

When populating the content fields, if you populate the Text Content field and then populate the HTML Content, the Text Content field will be ignored and overridden by the content in the HTML Content field.

If this action needs to activate for multiple people, you will need to loop through an array of email addresses using the For Each action and trigger the Send Email action for each.

Create and manage Send Email actions

Add a Send Email action

Add the action

Use the following steps to add the action to your workflow.

How to add an action to a workflow

Click the ‘plus’ symbol on the workflow path at the point you want to insert the action. This opens the action menu slide-over.
Either:
- Search for the action using the Search field above the actions in the menu.
- Locate a Recently Used action in the top section of the menu.
- Navigate to the action within menu: Core actions are listed under Actions, while Plugin actions are contained within their associated integration.
Select the desired action to insert it. This reveals the action’s configuration panel.
Use the Name field to name the action. This can help users to understand your workflow at a glance. (optional)
Use the Description field to add information describing the action. This can help users wanting to understand how your workflow functions. (optional)

Configure the action

Set values for the Email Configuration, To, Subject and Text Content/HTML Content.
Click back in the main view to hide the slide-over.

Delete a Send Email action

Use the following steps to remove the action from your workflow.

How to remove an action from a workflow

Access the workflow in draft mode to edit it.
Either:
- hover your mouse cursor over the action, and then click the red cross that appears over the top-right corner of the action to delete it. Or:
- click on the action to open the action slide-over. Click the red 'Delete Step’ button to remove the action from your workflow.
Click Publish in the top-right to commit your changes.

Take care when deleting an action to also remove any logic using its outputs: workflow steps may function incorrectly or break if they attempt to evaluate an output of a deleted action.

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