Tutorial: Uploading a file and emailing it to a group

Content under development

We can build an app with Flow that sends emails to our contacts or customers. We can import the email service, and use the Message element to send mails by populating the To, From, Subject, and Body fields. Let’s see how.

What we need

  • Boomi Flow username/password  (Get a free Flow login here)
  • Gmail service configured in the tenant

Let’s get building!

If you want to take a closer look, click on the images to enlarge them. Have a question? Click the Support button on the bottom right-hand corner of this page to ask.

This is what our canvas will look like, once we are done:


Building the flow
  1. Click LOG IN to login to the Flow Drawing Tool.
  2.  Click New Flow.
  3. Select ManyWho Identity Service from the dropdown menu Which Service should be used for authentication.
  4. Click Continue.
  5. Enter a name for the flow in the Name field (Example: You’ve got mail) and select Anyone can run this flow in the Access menu.
  6. Select None from the Social feed for collaboration menu.
  7. Click Start Building!

    This opens the canvas where we will build our flow.
  8. Click Shared Elements on the right-hand-side navigation.
  9. Select Services.

    This opens the Shared Elements dialog box.
  10. Click Services.
  11. Click Import Existing.

    This lists the services available in the tenant.
  12. Click the Import button for Gmail.

    This imports the Gmail service to the flow.
  13. Click Close.
  14. Drag a Page element from the sidebar to the canvas.

    This opens a configuration panel.
  15. Type Upload file in the Name field.
  16. Click New Page Layout. This opens a new page layout called New Page in a new tab.
  17. Click the gears icon on the right-hand-side.

    This opens the Settings screen for the page.
  18. Write File upload in the Name and Label fields and click Save.

    This saves the name and label of the page.
  19. We will now save the page. Click the Save icon the right-hand-side navigation.

    The page name changes to File upload.
  20. Drag a File Upload component from the Data section to the Main container.

    This opens the configuration panel for Page Component.
  21. Copy-paste Upload file in the Name and Label fields.
  22. Check the box next to Required.
  23. Select Gmail as the Service to load the Files from in the Data Source section.
  24. The Save the whole selection box under State should be checked.
  25. Click Select or create a new value in the Save the selection made by the user to field.

    This opens the value creation dialog box.
  26. Click Create a new Value.
  27. Copy-paste Email file in the Name field, the kind of value should be Object, the Type of value should be $File.
  28. Click Save.
  29. Click Save Component.

    This is what the page looks like now:
  30. Click the Save icon the right-hand-side navigation to save the page.
  31. Click the Emails tab to go back to the flow.
  32. Click Save Page.

    This is what the canvas looks like now:
  33. Hover your mouse on StartThe mouse pointer changes from a crossbar to a hand.
  34. Drag an arrow from Start to Upload file. This opens a configuration panel.
  35. Type Go in the Name text field.
  36. Click Save Outcome.
  37. Drag an Operator from the sidebar to the canvas.
  38. In the Configuration Panel, copy-paste Assign file to list in the Name field.
  39. Click New Operation. This opens the Operator>Operation panel.
  40. Click Select or create a new Value.
  41. Click Create a new Value.
  42. Copy-paste Attachment list in the Name field.
  43. Select List as the kind of value.
  44. Click Select a Type.
  45. Select $File.
  46. Click Save.
  47. Select Update for the How do you want to change the value field.
  48. Select Value Of for the How do you want to retrieve the reference Value field.
  49. Click Select or create a new Value for Which Value do you want to reference field.
  50. Search for and select Email File from the list of values.
  51. Click Apply Operation.
  52. Click Save Operator.

    This is what the canvas looks like now:
  53. Hover your mouse on Upload fileThe mouse pointer changes from a crossbar to a hand.
  54. Drag an arrow from Upload file to Assign file to list. This opens a configuration panel.
  55. Type Go in the Name and Label text fields.
  56. Click Save Outcome.
    This is what the canvas looks like now:
  57. Drag a Message element from the sidebar to the canvas. This opens a configuration panel.
  58. Copy-paste Send mail in the Name text field.
  59. Click New Message Action.
  60. Select Gmail from the The Service to send the Message drop-down menu.
  61. Click Select.

    This opens the configuration panel for the Send Mail action.
  62. Click Select or create a new Value under Attachments.
  63. Select the Attachment list value.
  64. Click Select or create a new Value for Body.
  65. Click Create a new Value.
  66. Copy-paste Email body in the Name field.
  67. The What kind of value is this field should say String.
  68. In the Default Value field, copy-paste the words The text of the email goes here.
  69. Click Save to save the value.
  70. Click Select or create a new Value for From.
  71. Click Create a new Value.
  72. The Name field should say From. The kind of value should be Object.
  73. Click Select a Type.
  74. Search for and select Contact.
  75. Click the + icon under Default Object Data to expand the fields.
  76. Enter the email address you would like to send the email from, in the Email field.
  77. Enter the name you would want the emails to be from, in the Name field.
  78. Click Save.
  79. Click Select or create a new Value for Subject.
  80. Click Create a new Value.
  81. The Name field says Subject, the What kind of value is this field says String. Enter You’ve got mail as the subject of the email in the Default Value field.
  82. Click Save.
  83. Click Select or create a new Value for To.
  84. Click Create a new Value.
  85. The Name field says To, the What kind of value is this field says List. Click Select a Type.
  86. Select Contact.
  87. Click the + icon under Default Object Data to expand the fields.
  88. In the Email field, enter the email of the person you want to send the email to.
  89. In the Name field, enter the name of the person you want to send the email to.
    If you want to add more recipients, you can click the + icon to add more.
  90. Click Save when done adding the recipients.
  91. If you like, you can also add recipients as CC/BCC the same way you added To entries. Click Apply Message Action when done.
  92. Click Save Message.

    This is what the canvas looks like now:
  93. Hover your mouse on Assign file to listThe mouse pointer changes from a crossbar to a hand.
  94. Drag an arrow from Assign file to list to Send mail.
  95. In the Configuration Panel, type Go in the Name field.
  96. Click Save Outcome.

    This is what the canvas looks like now:
  97. Drag a Step element to the canvas. This opens the configuration panel for the element.
  98. Copy-paste Email sent in the Name field.
  99. In the content editor, copy-paste All done! Thank you.
  100. Click Save Step.

    This is what the canvas looks like now:
  101. Hover your mouse on Send mailThe mouse pointer changes from a crossbar to a hand.
  102. Drag an arrow from Send mail to Email sent.
  103. In the Configuration Panel, type Go in the Name field.
  104. Click Save Outcome.