Tuesday, December 17, 2024

Okta Workflows - Send Customised Email

Simiar to the previous flows, where we sent a Slack message to users assigned to a new app, we can send a Welcome Email message.

This message will notify them that they now have access to the app, and we can also include some resource documentation, which will help them get familiar with the app.

We will use the GMail Connector. Since this flow will be very similar to the previous one, we can (Clone) Duplicate the existing Okta Workflow.


The new Flow name will have the (COPY) suffix. We can use the ✎ icon and change the name and description and Save the Flow.

First we will delete the two Slack cards (Read User and Send DM). We will replace it with a Send Email action


We will be prompted to set a new Gmail Connection. Follow this guide to set that connector.

We have a few Email fields, but we won't use all of them. We can go to the card Settings and select Choose fields.

 

 

We will only use the mantatory Email To and the Subject - Body. The others can be removed. Press Save to apply the changes. 

 

We are also able to make additional changes under options and use either basic or HTML Body

We can use this page to test our HTML body https://www.w3schools.com/tags/tag_body.asp


 

 

<!DOCTYPE html>
<html>
<head>
  <title>Test App - Okta Community Resources</title>
</head>

<body>
  <h1>Welcome to the Okta Community 🎉</h1>
  <p>Please check the useful resources below:</p>

  <ul>
    <li><a href="https://developer.okta.com/docs/">Okta Developer Documentation</a></li>
    <li><a href="https://support.okta.com/help/">Okta Support</a></li>
    <li><a href="https://community.okta.com/">Okta Community Forums</a></li>
    <li><a href="https://www.okta.com/blog/">Okta Blog</a></li>
    <li><a href="https://www.okta.com/resources/webinars/">Okta Webinars</a></li>
  </ul>

  <p>For further assistance, feel free to reach out to our support team or explore the above resources.</p>
</body>

</html>


Now let's update our Compose card. We can also Customise our Compose Output.


Make sure that the Flow is enabled and data are saved.


 


 

Now let's assign our user this app.

 

 
The Welcome email has been received.



Okta Workflows - Send Customised Email

Simiar to the previous flows, where we sent a Slack message to users assigned to a new app, we can send a Welcome Email message. This mess...