Email

Email
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With the Email modules in Axelor Connect, you can send, copy, delete, and retrieve emails and/or drafts, move emails between folders, mark emails as read or unread, and create drafts.

	Important
On October 1, 2022, Microsoft began a gradual deprecation of its current basic authorization protocol. Full deprecation of the basic authorization protocol will happen as of 1st of January, 2023. To solve this issue, we have upgraded our Email app to support a new type of connection: Microsoft SMTP/IMAP OAuth. By using this new selection choice, you can create new connections to existing Microsoft email accounts. Action required: if you use Microsoft as an Email provider in the Email app, update your connections using Microsoft SMTP/IMAP OAuth before the 1st of January, 2023.

Important

On October 1, 2022, Microsoft began a gradual deprecation of its current basic authorization protocol. Full deprecation of the basic authorization protocol will happen as of 1st of January, 2023. To solve this issue, we have upgraded our Email app to support a new type of connection: Microsoft SMTP/IMAP OAuth. By using this new selection choice, you can create new connections to existing Microsoft email accounts.

Action required: if you use Microsoft as an Email provider in the Email app, update your connections using Microsoft SMTP/IMAP OAuth before the 1st of January, 2023.

Connect Your Email Account to Axelor Connect

To create a connection, you can authorize Axelor Connect to interact with a third-party application or use advanced settings with client credentials.

You can use the following types of email accounts:

Personal account (not recommended):

Personal accounts are a set of credentials used by an individual person and only that person. They provide the appropriate security context for that user, and actions done by the account can be attributed only to that user under normal circumstances. For example, most companies provide a personal account for each employee to manage their own email.
Service Accounts:

Administrators of third-party applications commonly create service accounts that represent another application or process instead of a specific person to provide the appropriate security context. Credentials for such an account may be stored and managed by a select group of people rather than being maintained privately by only one person. All actions done by a service account (for example, accessing, editing, or creating a record in a third-party application) can be attributed to that service account and anyone who has access to the account. For example, a large corporation may create a special email account, corp_support@acme.com, with a password shared by multiple people.

You can connect your Email account to Axelor Connect using the following methods:

Connect using a Gmail account

To connect using your Gmail account:

Log in to your Axelor Connect account, add an Email module to a scenario, click Create a connection, and select Google Restricted as the Connection type.
Optional: In the Connection name field, enter a name for the connection. See the Connecting Gmail to Axelor Connect page for any issues you might encounter when connecting Gmail.
Click Save.
Click Allow to confirm access.

The connection has been established.

Connect using IMAP for other email types

To connect using IMAP:

Log in to your Axelor Connect account, add an Email module to a scenario, click Create a connection, and select Others IMAP as the Connection type.
Optional: In the Connection name field, enter a name for the connection.

In the Email provider field, do one of the following:

Select your provider from the Email provider options and enter the following:
- User name: Enter your email address.
- Password: Enter your password.

If your provider is not listed in the options, select Other and enter the following:

IMAP Server	Enter the incoming mail server address (IMAP). Contact your email service provider if you do not have this information available.
Port	Enter the port number. It must be between 1 and 65535.
Use Secure Connection (TLS)	Select to establish a secure connection between the servers.
Use explicit TLS	Select to keep your connection encrypted.
User name	Enter your email address.
Password	Enter your password.
Reject unauthorized certificates	Available as an advanced setting. If Yes, the server certificate is verified against the list of supplied CAs. For self-signed certificates, as they will not be matched with the built-in CAs, either set this option to Yes and upload your certificate in the Certificate Authority field or set this option to No (this will cause all certificate validations to be skipped).
Certificate authority	Available as an advanced setting. Add your certificate authority to this configuration. A self-signed certificate can also be used as a Certificate Authority. Axelor Connectwill be using this to verify the identity of your SMTP server. This ensures the bi-directional certificate-based identity verification of the mTLS protocol.

	Note
	To use TLS, you may need to allowlist the IP Addresses of Axelor Connect in addition to providing the above files. Reach out to your IT team for more information.

Click Save.

The connection has been established.

Connect using Microsoft SMTP/IMAP OAuth

Microsoft has deprecated Basic authentication in Exchange Online. Use this connection method if your basic authentication is unsuccessful.

You can connect the app using the Microsoft SMTP/IMAP basic authentication or client credentials.

Connect using your Microsoft Account

To connect using your personal or work account:

Log in to your Axelor Connect account, add an Email module to a scenario, click Create a connection, and select Microsoft SMTP/IMAP OAuth as the Connection type.
Optional: In the Connection name field, enter a name for the connection.
Optional: Click Show Advanced Settings and enter the client credentials from your custom application. See the section Obtain Client Credentials for details on how to create your credentials.
Click Save.
Confirm your account to complete the connection.

If you need to replace the connection in multiple modules in your scenario, please use the DevTool plugin.

Obtain Client Credentials

To connect using client credentials, you must create a custom application in your Microsoft Azure Portal.

	Note
	Azure app setup must be done by the user. Axelor Connect suggests consulting with your IT team when doing this. The instructions provided below are only guidance.

Go to Azure portal > Azure Active Directory > App registrations > New Registration.

Enter the details of the app.

Name	Name of the app.
Supported account types	Select the account type based on your preferences. If you are selecting a multitenant option, Accounts in any organizational directory (<your service> - Single tenant), then the user establishing the connection: Must use the Tenant ID during the connection creation Must be in the same Tenant ID
Redirect URI (Optional)	Select the following options: Platform: Web Redirect URI: `https://www.integromat.com/oauth/cb/microsoft-smtp-imap` Redirect URI: For Email App with Advanced Authentication: `https://oauth.redirect.celonis.cloud/oauth/cb/microsoft-smtp-imap` For Microsoft 365 apps: `https://oauth.redirect.celonis.cloud/oauth/cb/azure`

The Client ID and Tenant ID details appear on the app screen. To add a client secret, click Add a certificate or secret.

Click New client secret, enter a description, select the expiry period for the client secret, and click Add.

	Note
	When the set up expiry date passes, the connection will give an error.

Copy the Value, this is the client secret.
In the left menu, click API permissions to add the app permissions.

Select the Microsoft 365 Email app and add the below permissions:

For the Email app, select the Microsoft Graph app and add the below permissions:

You now have the client credentials to connect to the Email app using Microsoft.

For more information, you can refer to the following Microsoft documentation.

Triggers

Watch Emails

Triggers when a new email is received for processing according to specified criteria.

Connection	Establish a connection to your Email account.
Folder	Select the folder whose emails you want to watch.
Criteria	Select the criteria of the emails you want to watch: All Emails Only Read Emails Only Unread Emails
Sender Email Address	Enter the email address of the sender whose emails you want to watch.
Recipient Email Address	Enter the email address of the recipient whose emails you want to watch.
Subject	Enter the subject of the email you want to watch.
Phrase	Enter any keywords to watch only those emails containing specific phrases.
Mark message(s) as read when fetched	Select the option to mark the unread email as read after retrieving the details.
Maximum number of results	The maximum number of emails Axelor Connect should return during one scenario execution cycle.

Actions

Send an Email

Sends a new email.

Connection

Establish a connection to your Email account.

	Note
	To use other than the GOOGLE type of mailbox, set a new connection that works with SMTP protocol.

Save Message after Sending

Select whether you want to save the email in your mailbox after sending it.

Enter the email address to whom you want to send the email.

Subject

Enter the subject line of the email.

Content Type

Select the content type for the email:

HTML
Plain Text

Content

Enter the email content in HTML format using HTML tags or in the plain text as selected in the Content Type field.

Attachments

Add an attachment:

File name

Enter the file name. For example, sample.doc.

Data

Enter the path to the folder to upload the attachment.

Content-ID

Enter the content ID to insert the attachment (image) in the content.

Copy Recipient

Enter the email address to whom you want to send a copy of this email.

Blind Copy Recipient

Enter the email address to whom you want to send a copy of this email without having their email addresses appear in the email.

From

Enter the email address (and name, if needed) that appears in the From field in the email. Use the correct syntax: name@email.com or "Name" name@email.com

Sender

Enter the email address that appears in the Sender field in the email.

1. Open the Send an email action advanced settings using the checkbox.

2. Enter the required sender name or email

Use the correct syntax as shown in the hint on the screenshot below. name@email.com or "Name" name@email.com

Reply-To

Enter the details of the email for which you are sending this email as a reply.

In-Reply-To

Enter the details of the email for which you are drafting this email in reply to.

References

Enter the details of any reference you want to add to the email.

Priority

Select the priority of the email:

High
Low
Normal

Headers

Add the headers:

Key

Add the key. For example, Sender, Date, To, and so on.

Value

Enter the value for the key.

Create a Draft

Copies an email or a draft into a selected folder.

Connection	Establish a connection to your Email account.
Folder	Select the folder in which you want to create the draft email.
To	Enter the email address to which you want to send the email.
Subject	Enter the subject line of the email.
Content Type	Select the content type for the email: HTML Plain Text
HTML	Enter the email content in HTML format using HTML tags or in plain text as selected in the Content-type field.
Attachments	Add an attachment: File name Enter the file name. For example, `sample.doc`. Data Enter the path to the folder to upload the attachment. Content-ID Enter the content ID to insert the attachment (image) in the content.
Copy Recipient	Enter the email address to whom you want to send a copy of this email.
Blind Copy Recipient	Enter the email address to whom you want to send a copy of this email without appearing their email addresses in the email.
From	Enter the email address that appears in the From field.
Sender	Enter the email address that appears in the Sender field.
Reply-To	Enter the details of the email to which you are sending this email as a reply.
In-Reply-To	Enter the details of the email for which you are drafting this email in reply to.
References	Enter the details of any reference you want to add to the email.
Priority	Select the priority: High Low Normal
Headers	Add the headers: Key Add the key. Value Enter the value of the key.

Mark an Email as Read

Marks an email or a draft in a selected folder as read by setting the Read flag.

Connection	Establish a connection to your Email account.
Folder	Select the folder of the email you want to mark as read. For example, Inbox, Primary, Work, and so on.
Email ID (UID)	Enter the Email UID of the email you want to mark as read. You can get the UID of the email by using Axelor Connect's Watch Email module or Search Email module.

Mark an Email as Unread

Marks an email or a draft in a selected folder as unread by setting the Unread flag.

Connection	Establish a connection to your Email account.
Folder	Select the folder of the email you want to mark as unread. For example, Inbox, Primary, Work, and so on.
Email ID	Enter the Email UID of the email you want to mark as unread. You can get the UID of the email by using Axelor Connect's Watch Email module or Search Email module.

Move an Email

Moves a chosen email or a draft to a selected folder.

Connection	Establish a connection to your Email account.
Source Folder	Select the folder from which you want to move the email. For example, Inbox, Primary, Work, and so on.
Destination Folder	Select the folder to which you want to add the email. For example, Inbox, Primary, Work, and so on.
Email ID (UID)	Enter the Email ID UID of the email you want to move to the destination folder. You can get the UID of the email by using Axelor Connect's Watch Email module or Search Email module.

Copy an Email

Copies an email or a draft into a selected folder.

Connection	Establish a connection to your Email account.
Source Folder	Select the folder from which you want to copy the email. For example, Inbox, Primary, Work, and so on.
Destination Folder	Select the folder to which you want to copy the email. For example, Inbox, Primary, Work, and so on.
Email ID (UID)	Enter the Email ID UID of the email you want to copy to the destination folder. You can get the UID of the email by using Axelor Connect's Watch Email module or Search Email module.

Delete an Email

Removes an email or a draft from a selected folder.

Connection	Establish a connection to your Email account.
Folder	Select the folder of the email you want to delete. For example, Inbox, Primary, Work, and so on.
Email ID (UID)	Enter the Email UID of the email you want to delete. You can get the UID of the email by using Axelor Connect's Watch Email module or Search Email module.
Expunge	If selected, permanently removes all the messages marked as Deleted in the currently open mailbox. When you use Gmail, the behavior is driven by the setting in Settings > Forwarding POP/IMAP in the IMAP access section.

Get Emails

Returns emails that match the specified criteria.

Connection	Establish a connection to your Email account.
Folder	Select the folder whose email details you want to retrieve. For example, Inbox, Primary, Work, and so on.
Mark message(s) as read when fetched	Select the option if you want to mark the unread email as read after retrieving the details.
Criteria	Select the emails you want to retrieve: All Emails Only Read Emails Only Unread Emails
Sender email address	Enter the email address of the sender whose emails you want to retrieve.
Recipient email address	Enter the email address of the recipient whose emails you want to retrieve.
From date	Enter the date to retrieve the emails processed on or after the specified date.
Before date	Enter the date to retrieve the emails processed on or before the specified date.
Subject	Enter the subject of the email you want to retrieve.
Phrase	Enter any keywords to retrieve only those containing those phrases.
Email ID (UID)	Enter the Email ID (UID) of the email whose details you want to retrieve. You can get the UID of the email by using Axelor Connect's Watch Email module or Search Email module.
Maximum number of results	The maximum number of emails Axelor Connect should return during one scenario execution cycle.
Continue the execution of the route even if the module returns no results	Select if you want to continue to run the module even if there are no results returned.

Send an Email to a Team Member

Sends an email to a specific member of your team.

To	Select the member of your team that you want to send an email to.
Subject	Enter or map the subject of the email you want to send.
Content	Enter or map the content of the email you want to send.

The Unique Email ID in IMAP protocol

The Unique Email ID known as 'Email ID (UID)' is the email's identifier. The Email ID is specific for each of the email's folders.

Tip

For getting and deleting the same email from the same folder, you can see below:

Getting an email from your Inbox

Deleting the email from your Inbox

Iterators

Iterate Attachments

Iterates received attachments one by one.

The email iterator module lets you manage email attachments separately. For example, you can set up to watch emails to iterate the emails with attachments and receive alerts.

For more information about iterators, see Iterator.

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