Send Email Flow Item

The Email Flow Item within No Code Flows offers an automated solution for sending emails, seamlessly integrating email communication into various processes without manual intervention. Its purpose is to facilitate customized notifications based on specific conditions within workflows. For instance, in the scenario of an employee leaving a particular organizational zone, the regional administrator should receive a notification, whereas in other cases, the global administrator should be notified. This flexibility allows users to tailor email notifications to suit their unique requirements by configuring the flow item to match specific conditions.

The effectiveness of the Email Flow Item relies on providing the correct parameters within the workflow fulfillment JSON. This JSON configuration enables users to customize email templates, specify recipient addresses, and define conditions for email delivery.

Step 1: Create Send Email Flow Item

1. On the navbar, expand Low Code and click No Code Workflows.

2. To create a flow item, click on the Flow Items tab and click the Add ​ icon.
   

   

3. Fill in the necessary details for the new flow item, including a name and any other relevant information. Make sure to select the Item Type Action, which has an item type and fulfillment workflow specifically designed for sending emails. Once all details are entered, click the Save button to create the flow item.
   

   

After creating the flow item, the next step is to add it to a flow definition. Follow the instructions below to proceed.

Step 2: Create Flow Definition & Add Flow Item

1. Click on the Flow Definitions tab and click the Add icon to proceed with creating a flow definition.
   

   

2. Provide the required information and Click Save to save the flow definition.
   

   

3. To access the View One page, click on the link to the newly created flow definition.
   

   

4. Find the Flow Items and Sequence tab and click on the add icon to add a new flow item to the sequence. “
   

   

5. To configure the send email flow item, you need to provide the necessary values and click on Save. The most important input is the fulfillment JSON, which contains parameters that customize the behavior of how the email will be sent. For it to work correctly, your parameters should consist of supported parameters or keywords.
   

   

   
   Below is a sample snippet of the Fulfillment WF JSON.

   {
       "EmailTemplateName": "ManagerDeletionNotificationEmail",
       "EmailAddressToNotify": "dave@eidlabs.com",
       "DoNotSendEmailToTargetPerson": "false"
   }

6. After saving the flow definition, it will appear in the list of flow items and sequences.
   

   

If you have followed all the steps in the walkthroughs provided for this section, you have successfully set up a Send Email Flow Item. When the No Code Flow is executed, the flow item will send an email according to the parameters you have configured. Please refer to the section below for supported parameters that you can use in the JSON.

Supported Parameters

When configuring the Send Email Flow Item in your workflow, you can utilize the following parameters within the Fulfillment WF JSON and the email template.

Workflow Parameters

Email Parameters

These are the default parameters that the email template supports. You can use these parameters while creating an email template for the send flow item. The GUID values will be replaced with the respective record names or display names.