The following is a list of Pega-supplied automations. You can view an automation rule to understand its inputs, outputs, and error classifications. For more information, see Viewing automations.

pxCreateEmail

Creates an email that can later be sent by using the pxSendEmail automation. For example, if you lack information that you need to send the email, such as the full list of recipients, you can create a draft of an email and send it later.

pxSendEmail

Sends a previously created email by using a specified email account. For example, use this automation to send an email after your manager approves the draft of the email that you sent for review. You can also send emails in the foreground (synchronously) or queue them and send them later (asynchronously). If needed, you can persist emails in the Pega Platform database by setting the Persist minimal email input to true.

pxCreateAndSendEmail

Creates and sends an email from the specified email account. With this automation, you make one call to create and send an email. For example, after you resolve the approval stage of a case, you can use the pxCreateAndSendEmail automation to create an email approval notification, and then send it immediately.

pxGetEmailStatus

Obtains the status of emails that were previously sent by using the pxSendEmail or pxCreateAndSendEmail automations. For example, you can determine whether an email was sent or is queued for sending.

pxReadEmail

Opens an existing email for viewing or editing by using the email message ID. For example, by using this automation, you can pass the email message to a manager for feedback. You can then send the email by using the pxSendEmail automation.

pxMigrateAttachmentsAPI

Migrates case attachments to a repository.

pxChangeToNextStage

Moves a case to the next stage.

pxChangeToSpecifiedStage

Moves a case to a specified stage.