Send Task - Send Messages and Notifications

Send Task sends messages, emails, SMS, or notifications as part of your workflow. It's designed for one-way communication with external systems or users.

Overview

A Send Task allows you to:

âœ… Send emails to users or teams
âœ… Send SMS notifications
âœ… Push notifications to mobile apps
âœ… Webhook calls to external systems
âœ… Queue messages for processing
âœ… Log events to external systems

Properties

Required Properties

Property	Type	Required	Description
`TaskType`	string	Yes	Must be "SendTask"
`Name`	string	Yes	Display name
`messageType`	string	Yes	Type of message (email, sms, webhook, notification)

Optional Properties

Property	Type	Default	Description
`to`	string/array	null	Recipient(s)
`subject`	string	null	Message subject (email)
`body`	string	null	Message content
`template`	string	null	Template name
`templateData`	JSON	null	Data for template
`retries`	int	0	Number of retry attempts
`retryBackoff`	int	1000	Delay between retries (ms)

Message Types

1. Email

Send email notifications:

<bpmn:sendTask id="SendApprovalEmail" name="Send Approval Email">
  <bpmn:extensionElements>
    <custom:properties>
      <custom:property name="messageType" value="email"/>
      <custom:property name="to" value="context.applicantEmail"/>
      <custom:property name="subject" value="Loan Application Approved"/>
      <custom:property name="template" value="loan-approval-email"/>
      <custom:property name="templateData" value="{
        &quot;applicantName&quot;: &quot;context.applicantName&quot;,
        &quot;loanAmount&quot;: &quot;context.loanAmount&quot;,
        &quot;approvedBy&quot;: &quot;context.approvedBy&quot;,
        &quot;approvalDate&quot;: &quot;context.approvalDate&quot;
      }"/>
      <custom:property name="retries" value="3"/>
    </custom:properties>
  </bpmn:extensionElements>
</bpmn:sendTask>

2. SMS

Send SMS notifications:

<bpmn:sendTask id="SendOTP" name="Send OTP via SMS">
  <bpmn:extensionElements>
    <custom:properties>
      <custom:property name="messageType" value="sms"/>
      <custom:property name="to" value="context.phoneNumber"/>
      <custom:property name="body" value="Your OTP is: {{context.otpCode}}. Valid for 5 minutes."/>
      <custom:property name="retries" value="2"/>
    </custom:properties>
  </bpmn:extensionElements>
</bpmn:sendTask>

3. Push Notification

Send mobile push notifications:

<bpmn:sendTask id="SendPushNotification" name="Notify Mobile App">
  <bpmn:extensionElements>
    <custom:properties>
      <custom:property name="messageType" value="push"/>
      <custom:property name="to" value="context.userId"/>
      <custom:property name="title" value="Payment Processed"/>
      <custom:property name="body" value="Your payment of ${{context.amount}} was successful"/>
      <custom:property name="data" value="{
        &quot;transactionId&quot;: &quot;context.transactionId&quot;,
        &quot;action&quot;: &quot;VIEW_TRANSACTION&quot;
      }"/>
    </custom:properties>
  </bpmn:extensionElements>
</bpmn:sendTask>

4. Webhook

Call external webhook:

<bpmn:sendTask id="NotifyPartner" name="Notify Partner System">
  <bpmn:extensionElements>
    <custom:properties>
      <custom:property name="messageType" value="webhook"/>
      <custom:property name="url" value="https://partner.com/api/notifications"/>
      <custom:property name="method" value="POST"/>
      <custom:property name="body" value="{
        &quot;eventType&quot;: &quot;LOAN_APPROVED&quot;,
        &quot;loanId&quot;: &quot;context.loanId&quot;,
        &quot;customerId&quot;: &quot;context.customerId&quot;,
        &quot;amount&quot;: &quot;context.loanAmount&quot;,
        &quot;timestamp&quot;: &quot;context.approvalDate&quot;
      }"/>
      <custom:property name="headers" value="{
        &quot;Authorization&quot;: &quot;Bearer API_KEY&quot;,
        &quot;Content-Type&quot;: &quot;application/json&quot;
      }"/>
      <custom:property name="retries" value="3"/>
      <custom:property name="retryBackoff" value="2000"/>
    </custom:properties>
  </bpmn:extensionElements>
</bpmn:sendTask>

Using Scripts for Dynamic Content

Generate message content dynamically:

<bpmn:sendTask id="SendCustomEmail" name="Send Personalized Email">
  <bpmn:extensionElements>
    <custom:properties>
      <custom:property name="messageType" value="email"/>
      <custom:property name="preScript"><![CDATA[
        // Build recipient list dynamically
        var recipients = [];
        
        if (context.notifyManager) {
          recipients.push(context.managerEmail);
        }
        
        if (context.notifyApplicant) {
          recipients.push(context.applicantEmail);
        }
        
        if (context.amount > 100000) {
          recipients.push('director@bank.com');
        }
        
        context.emailRecipients = recipients.join(',');
        
        // Build dynamic subject
        context.emailSubject = context.approved 
          ? 'Loan Approved - ' + context.loanId
          : 'Loan Application Requires Attention - ' + context.loanId;
        
        // Build dynamic body
        context.emailBody = `
          Dear ${context.applicantName},
          
          Your loan application for $${context.loanAmount.toLocaleString()} 
          has been ${context.approved ? 'approved' : 'reviewed'}.
          
          Application ID: ${context.loanId}
          Status: ${context.status}
          ${context.approved ? 'Approved by: ' + context.approvedBy : ''}
          
          Best regards,
          Loan Department
        `;
      ]]></custom:property>
      <custom:property name="to" value="context.emailRecipients"/>
      <custom:property name="subject" value="context.emailSubject"/>
      <custom:property name="body" value="context.emailBody"/>
    </custom:properties>
  </bpmn:extensionElements>
</bpmn:sendTask>

Common Patterns

Pattern 1: Multi-Recipient Email

Send to multiple recipients:

<bpmn:sendTask id="NotifyTeam" name="Notify Approval Team">
  <bpmn:extensionElements>
    <custom:properties>
      <custom:property name="messageType" value="email"/>
      <custom:property name="to" value="manager@bank.com,director@bank.com,compliance@bank.com"/>
      <custom:property name="subject" value="High-Value Loan Requires Approval"/>
      <custom:property name="template" value="high-value-loan-notification"/>
      <custom:property name="templateData" value="{
        &quot;loanAmount&quot;: &quot;context.loanAmount&quot;,
        &quot;applicantName&quot;: &quot;context.applicantName&quot;,
        &quot;riskLevel&quot;: &quot;context.riskLevel&quot;,
        &quot;dashboardLink&quot;: &quot;https://portal.bank.com/loans/context.loanId&quot;
      }"/>
    </custom:properties>
  </bpmn:extensionElements>
</bpmn:sendTask>

Pattern 2: Conditional Notifications

Send different messages based on conditions:

<bpmn:exclusiveGateway id="CheckApprovalStatus" name="Approved?"/>

<!-- Approved notification -->
<bpmn:sendTask id="SendApprovalEmail" name="Send Approval Email">
  <bpmn:extensionElements>
    <custom:properties>
      <custom:property name="messageType" value="email"/>
      <custom:property name="to" value="context.applicantEmail"/>
      <custom:property name="template" value="loan-approved"/>
      <custom:property name="templateData" value="{
        &quot;applicantName&quot;: &quot;context.applicantName&quot;,
        &quot;loanAmount&quot;: &quot;context.loanAmount&quot;,
        &quot;interestRate&quot;: &quot;context.interestRate&quot;,
        &quot;nextSteps&quot;: &quot;SIGN_DOCUMENTS&quot;
      }"/>
    </custom:properties>
  </bpmn:extensionElements>
</bpmn:sendTask>

<!-- Rejection notification -->
<bpmn:sendTask id="SendRejectionEmail" name="Send Rejection Email">
  <bpmn:extensionElements>
    <custom:properties>
      <custom:property name="messageType" value="email"/>
      <custom:property name="to" value="context.applicantEmail"/>
      <custom:property name="template" value="loan-rejected"/>
      <custom:property name="templateData" value="{
        &quot;applicantName&quot;: &quot;context.applicantName&quot;,
        &quot;rejectionReason&quot;: &quot;context.rejectionReason&quot;,
        &quot;appealProcess&quot;: &quot;CONTACT_SUPPORT&quot;
      }"/>
    </custom:properties>
  </bpmn:extensionElements>
</bpmn:sendTask>

Pattern 3: Escalation Notifications

Send escalation emails:

<bpmn:process id="ApprovalEscalation" name="Approval with Escalation">
  
  <bpmn:userTask id="ManagerApproval" name="Manager Approval">
    <!-- ... -->
  </bpmn:userTask>
  
  <!-- Timeout after 24 hours -->
  <bpmn:boundaryEvent id="ApprovalTimeout" 
                      attachedToRef="ManagerApproval" 
                      cancelActivity="false">
    <bpmn:timerEventDefinition>
      <bpmn:timeDuration>P1D</bpmn:timeDuration>
    </bpmn:timerEventDefinition>
  </bpmn:boundaryEvent>
  
  <!-- Send escalation email (non-interrupting) -->
  <bpmn:sendTask id="SendEscalation" name="Send Escalation Email">
    <bpmn:extensionElements>
      <custom:properties>
        <custom:property name="messageType" value="email"/>
        <custom:property name="to" value="director@bank.com"/>
        <custom:property name="subject" value="URGENT: Approval Pending for 24 Hours"/>
        <custom:property name="body"><![CDATA[
          Dear Director,
          
          The following loan approval has been pending for 24 hours:
          
          Loan ID: {{context.loanId}}
          Applicant: {{context.applicantName}}
          Amount: ${{context.loanAmount}}
          Assigned to: {{context.assignedManager}}
          
          Please review or reassign immediately.
          
          View: https://portal.bank.com/loans/{{context.loanId}}
        ]]></custom:property>
      </custom:properties>
    </bpmn:extensionElements>
  </bpmn:sendTask>
</bpmn:process>

Pattern 4: Status Updates

Send periodic status updates:

<bpmn:sendTask id="SendStatusUpdate" name="Send Progress Update">
  <bpmn:extensionElements>
    <custom:properties>
      <custom:property name="messageType" value="email"/>
      <custom:property name="to" value="context.applicantEmail"/>
      <custom:property name="subject" value="Application Progress Update"/>
      <custom:property name="preScript"><![CDATA[
        // Calculate progress
        var totalSteps = 5;
        var currentStep = context.completedSteps;
        var progressPercent = (currentStep / totalSteps * 100).toFixed(0);
        
        var steps = [
          { name: 'Application Submitted', status: 'COMPLETED' },
          { name: 'Identity Verification', status: context.completedSteps >= 2 ? 'COMPLETED' : 'IN_PROGRESS' },
          { name: 'Credit Check', status: context.completedSteps >= 3 ? 'COMPLETED' : 'PENDING' },
          { name: 'Approval Review', status: context.completedSteps >= 4 ? 'COMPLETED' : 'PENDING' },
          { name: 'Document Signing', status: context.completedSteps >= 5 ? 'COMPLETED' : 'PENDING' }
        ];
        
        context.progressData = {
          percent: progressPercent,
          currentStep: currentStep,
          totalSteps: totalSteps,
          steps: steps
        };
      ]]></custom:property>
      <custom:property name="template" value="progress-update"/>
      <custom:property name="templateData" value="context.progressData"/>
    </custom:properties>
  </bpmn:extensionElements>
</bpmn:sendTask>

Error Handling (Phase 5)

Handle send failures with retry and error boundaries:

<bpmn:sendTask id="SendCriticalEmail" name="Send Critical Email">
  <bpmn:extensionElements>
    <custom:properties>
      <custom:property name="messageType" value="email"/>
      <custom:property name="to" value="context.recipientEmail"/>
      <custom:property name="subject" value="Critical Alert"/>
      <custom:property name="body" value="context.alertMessage"/>
      <custom:property name="retries" value="3"/>
      <custom:property name="retryBackoff" value="5000"/>
    </custom:properties>
  </bpmn:extensionElements>
</bpmn:sendTask>

<!-- Catch send failures -->
<bpmn:boundaryEvent id="SendFailed" 
                    attachedToRef="SendCriticalEmail" 
                    cancelActivity="true">
  <bpmn:errorEventDefinition errorRef="SendError" />
</bpmn:boundaryEvent>

<!-- Fallback: Log or use alternative channel -->
<bpmn:scriptTask id="HandleSendFailure" name="Use Fallback Channel">
  <bpmn:script>
    var error = context._lastError;
    
    logger.error('Email send failed: ' + error.errorMessage);
    
    // Try SMS as fallback
    if (context.phoneNumber) {
      logger.info('Falling back to SMS');
      
      BankLingo.ExecuteCommand('SendSMS', {
        to: context.phoneNumber,
        body: 'Critical alert - check your email or portal'
      });
    } else {
      // Log for manual follow-up
      BankLingo.ExecuteCommand('LogFailedNotification', {
        recipient: context.recipientEmail,
        message: context.alertMessage,
        error: error.errorMessage
      });
      
      throw new BpmnError('NOTIFICATION_FAILED', 
        'All notification channels failed');
    }
  </bpmn:script>
</bpmn:scriptTask>

<bpmn:error id="SendError" errorCode="SEND_ERROR" />

Integration with BankLingo Commands

Send Task typically calls backend commands:

Code Removed

Implementation details removed for security.

Contact support for implementation guidance.

Best Practices

âœ… Do This

<!-- âœ… Use templates for consistent formatting -->
<custom:property name="template" value="loan-approval-email"/>

<!-- âœ… Add retries for reliability -->
<custom:property name="retries" value="3"/>
<custom:property name="retryBackoff" value="2000"/>

<!-- âœ… Use preScript for dynamic content -->
<custom:property name="preScript" value="..."/>

<!-- âœ… Add error boundaries -->
<bpmn:boundaryEvent id="SendError" attachedToRef="SendEmail">
  <bpmn:errorEventDefinition/>
</bpmn:boundaryEvent>

<!-- âœ… Validate recipients -->
<custom:property name="preScript"><![CDATA[
  if (!context.recipientEmail || !context.recipientEmail.includes('@')) {
    throw new BpmnError('INVALID_EMAIL', 'Invalid recipient email');
  }
]]></custom:property>

âŒ Don't Do This

<!-- âŒ No retries (single failure = lost notification) -->
<bpmn:sendTask id="SendEmail" name="Send Email">
  <!-- Missing retries -->
</bpmn:sendTask>

<!-- âŒ Hardcoded content (not maintainable) -->
<custom:property name="body" value="Your loan was approved"/>

<!-- âŒ No error handling -->
<!-- Missing boundary event for failures -->

<!-- âŒ Sensitive data in plain text -->
<custom:property name="body" value="Your PIN is: 1234"/>
<!-- Should use secure channels or encryption -->

Performance Tips

âœ… Use templates instead of dynamic content generation
âœ… Batch notifications when possible (multi-recipient)
âœ… Add timeouts for webhook calls
âœ… Use async boundaries for non-critical notifications
âœ… Log all send attempts for audit

Script Task - For dynamic content generation
Receive Task - For receiving responses
Error Handling - Send failure handling
Async Boundaries - Background sending

Features Used:

Core: Send Task
Phase 5: Error Handling

Status: âœ… Production Ready
Version: 2.0
Last Updated: January 2026

Overview​

Properties​

Required Properties​

Optional Properties​

Message Types​

1. Email​

2. SMS​

3. Push Notification​

4. Webhook​

Using Scripts for Dynamic Content​

Common Patterns​

Pattern 1: Multi-Recipient Email​

Pattern 2: Conditional Notifications​

Pattern 3: Escalation Notifications​

Pattern 4: Status Updates​

Error Handling (Phase 5)​

Integration with BankLingo Commands​

Best Practices​

âœ… Do This​

âŒ Don't Do This​

Performance Tips​

Related Documentation​