Create an Email Action with Template

An Integration Procedure uses an Email Template and includes the email that's sent in the recipient's Activities list. No Email Templates exist by default, so this example includes steps for creating one.

1. Create the Email Template.
2. Select an Email Recipient.
3. Create the Integration Procedure with the Email Action.
4. Test the Integration Procedure with the Email Action.

• Create the Email Template
  Create the email template that the Email Action example uses.
• Select an Email Recipient
  Select the ID of the Contact to whom the email in the Email Action example is to be sent.
• Create the Integration Procedure with the Email Action
  After you create the email template and select the recipient, you can create an Integration Procedure that sends an email to a Contact.
• Test the Integration Procedure with the Email Action
  After you’ve created the Integration Procedure with the Email Action, your final task is to test it.