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Create the Integration Procedure with the Email Action (Managed Package)

For the managed package runtime, after you create the email template and select the recipient, you can create an Integration Procedure that sends an email to a Contact.

Managed Package app icon This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.

  1. Go to the Vlocity Integration Procedures tab and click New.
  2. Provide an Integration Procedure Name, a Type, and a SubType, and click Save.
  3. Drag an Email Action component into the Structure panel.
  4. Make sure the Use Template box is checked.
  5. Copy the Email Template Id into the Select Email Template field.
  6. A drop-down list appears with an item that looks like this: Simple_Email_Template_1580943234381. Select the list item. The list item replaces the Id in the field.
  7. In the Email Target Object Id field, type %contact%.
  8. Check the Save As Activity box.

What’s next: Test the Integration Procedure with the Email Action (Managed Package).