Pega-supplied automations

Learn about the types of automations offered by Pega. Automations are Pega-supplied rules that you can use in Case Designer, flows, and activities to perform specific tasks, for example, to move a case to the next stage or send an email.

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

pxCreateEmail
Creates an email that can later be sent using the pxSendEmail automation.
pxSendEmail
Sends a previously created email using a specified email account. You can send emails in the foreground (synchronously) or you can queue them and send them later (asynchronously). If needed, emails can be persisted in the Pega database by configuring the appropriate options.
pxCreateAndSendEmail
Creates and sends an email using the specified email account.
pxGetEmailStatus
Obtains the status of emails that were previously sent using the pxSendEmail and pxCreateAndSendEmail automations.
pxReadEmail
Opens an existing email for viewing or editing. You can then send the email 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.