Okta Workflows How-To: Send an Email With an Attachment from Workflows
Okta Workflows is a no-code platform for automating identity processes.
This blog post is based on a question asked during office hours or the #okta-workflows channel in MacAdmins Slack: How to send an email with an attachment?
Getting started
Workflows has three connectors to send emails:
- Gmail
- Office 365 Mail
- SendGrid
Usually, the quickest way to send an email with an attachment is to download a file with File – Download card and send it to Gmail – Send Email with Attachment card. The file you want to send needs to be publicly available on the internet.
Sending an email with an attachment
This is how the email looks when received:
Email with attachment
If you have a private file on Google Drive or Box you can download it and also send it as an attachment.
In this example, a file is downloaded from Google Drive using the Google Drive – Download File card. The card only returns the file content so the File – Info card is used to read the file information such as its name and then passed to Send Email with Attachment card.
Attaching a file from Google Drive
File ID is the ID of the file to download. You can get this information from the URL when viewing the file. You can also get the file’s ID from its share link.
An email with an attachment
Using Box to download a file:
Attaching a file from Box
Using the Office 365 Mail – Send Email card, you can attach multiple files. In this flow, three files are downloaded and attached to an email. The Office 365 Mail card expects a list of files so the List – Construct card creates a list of files.
Sending an email with multiple attachments using Office 365 Mail
Email received with three attachments:
Email with multiple attachments
SendGrid is another connector you can send emails. We will cover using SendGrid in another blog post.
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