Action
Send Email with Verification Code
Download .mdSends a generated verification code to the user's email address. The flow generates a random code, persists an authentication key, and emails the code to the customer.
Step 1 of the Service Customer Verification sequence.
Identity
| Field | Value |
|---|---|
| Master label | Send Email with Verification Code |
| Local developer name | SendEmailVerificationCode |
| Source template | SvcCopilotTmpl__SendEmailVerificationCode |
| Invocation target | SvcCopilotTmpl__SendVerificationCode |
| Invocation target type | flow |
| Confirmation required | false |
| Show in progress indicator | true |
Purpose
Sends a generated verification code to the user's email address. The flow generates a random code, persists an authentication key, and emails the code to the customer.
Used by
- ServiceCustomerVerification —
SendEmailVerificationCode_179KY0000000OtU
Inputs
| Name | Type | Required | User input | PII | Description |
|---|---|---|---|---|---|
customerToVerify | text | Yes | Yes | Yes | Email address or username provided by the customer. Initiates the verification process. |
Outputs
| Name | Type | Displayable | Used by planner | Description |
|---|---|---|---|---|
verificationMessage | text | Yes | Yes | Generic message displayed to the user (e.g. "Code sent to ...@..."). |
verificationCode | text | No | No | The generated verification code. Internal — never displayed. |
authenticationKey | text | No | No | Authentication key used to validate the code on the next step. |
customerId | text | No | No | The Salesforce User ID or Contact ID matched to the email. |
customerType | text | No | No | Customer ID type (Salesforce user vs. contact). |
Downstream contract
The values authenticationKey, customerId, and customerType are passed directly into VerifyCustomer as isUserInput = false inputs (planner-piped, not displayed).
Dependencies
- Flow
SvcCopilotTmpl__SendVerificationCodemust be installed. - An organisation-wide email address or transactional email setup that can deliver to customer emails.
