Zynk Workflow Documentation

This tutorial gives an example of how the Email Connector can be used to send automated emails using Zynk. We will demonstratea workflow which sends an order confirmation email to customers who have placed

You can download a copy of the workflow from our  GitHub site.

The workflow consists of the following tasks. Note that we don’t provide details for all of the task settings here, only the relevant ones. Please see the individual task pages for full details of all the settings.

Import Sales Orders into Sage

This is the task that creates the sales orders in Sage. Note that we don’t go into any detail about where the orders have come from as this is not relevant to the tutorial. In practice it doesn’t matter what the source of the orders is, as they will always need to be stored in the standard Zynk XML format in order to be able to import them into Sage. We are only interested in the success file from this task, as this will contain the email addresses of the customers whose orders have been successfully imported into Sage.

Success File

This is where successfully imported sales orders will be saved to. sales_orders_success.xml

XML Repeater

This task will be used to loop through each of the orders that were imported into Sage. The sub-tasks of the XML Repeater will be ran once for each order that was imported into Sage.

Input File

This is the success file from the previous task. sales_orders_success.xml

XPath Query

This is the XPath Query to get the collection of SalesOrder nodes from the input file. Company/SalesOrders/SalesOrder

If Email Exists

This task will check whether an email address is valid. We will use this to ensure we don’t try to send emails if no email address was provided, or it was typed in incorrectly by the customer.

Email Address To Validate

This will read the email address from the current sales order being processed by the XML Repeater. The ‘Use Razor Engine’ option must be enabled for this to work. @Context.Object.SelectSingleNode("CustomerInvoiceAddress/Email").InnerText

Send Email

This task will send an email to the customer. As this is a sub-task of the If Email Exists task, it will only run if the email validation was passed. Note that you will need to enter your own SMTP details to use to send the emails.

Body

This is the content of the email. Note how we set the customer’s name based on the sales order, just like how we get the email address. The ‘Use Razor Engine’ option must be enabled for this to work. See workflow

From

This is the ‘From’ address on the email. accounts@zynk.com

Subject

This is the email’s subject. In this example we are just using a static piece of text, but you could take info from the sales order and use it here, such as the order number, just like we’ve done with the ‘To’ address below. Order Confirmation

To

This is the ‘To’ address on the emails. We take this from the sales order dynamically. The ‘Use Razor Engine’ option must be enabled for this to work. @Context.Object.SelectSingleNode("CustomerInvoiceAddress/Email").InnerText


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