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Microsoft 365 Email (Outlook) (Action Flow)

Important

Any references to third-party products or services do not constitute Celonis Product Documentation nor do they create any contractual obligations. This material is for informational purposes only and is subject to change without notice.

Celonis does not warrant the availability, accuracy, reliability, completeness, or usefulness of any information regarding the subject of third-party services or systems.

With Microsoft 365 Email (Outlook) modules in Celonis Platform, you can watch for, search for, retrieve, create and send, update, forward, reply, move and delete messages, create and send draft messages, and retrieve, add, and download attachments.

Adding Microsoft 365 Email (Outlook) to your Action Flows

Before you begin:

To use the Microsoft 365 Email (Outlook) modules, you must have a Microsoft Office account. You can create an account at office.com.

Refer to the Microsoft 365 Email API documentation for a list of available endpoints.

To add this module to your automation:

  1. In Studio, go to your package and either start editing an existing Action Flow or start a new one by clicking  New asset> Action Flow.

  2. Click Add module

  3. From the list, select Microsoft 365 Email (Outlook) and choose the Outlook module that best suits your needs.

  4. Establish a connection with Microsoft 365 Email (Outlook) and Action Flow:

    • From the Connection dropdown list, select an existing connection OR

    • Create a new connection.Click Create a connection.

      1. Optional: In the Connection name field, enter a name for the connection.

      2. Optional: Click Show advanced settings to enter your custom app client credentials and add additional scopes as needed.

        For more information about the permissions, see the Microsoft Graph permissions reference.

      3. Click Save.

      4. If prompted, authenticate your account and confirm access.

      You have successfully established the connection. You can now edit your Action Flow and add more Microsoft 365 Email (Outlook) modules. If your connection requires reauthorization at any point, go to the Automation screen.

Microsoft 365 Email (Outlook) modules and scopes

Here are all the action you can perform with this app in Action Flows:

Adding Microsoft 365 Email (Outlook) to your Action Flows

  • Create a Draft Message

    Required Permissions: Mail.ReadWrite, offline_access, User.Read

  • Send a Draft Message

    Required Permissions: Mail.ReadWrite, Mail.Send, offline_access, User.Read

  • Update a Message

    Required Permissions: Mail.ReadWrite, offline_access, User.Read

Attachment

  • List Attachments

    Required Permissions: Mail.Read, offline_access, User.Read

  • Add an Attachment

    Required Permissions: Mail.ReadWrite, offline_access, User.Read

  • Download an Attachment

    Message

    • Watch Messages

      Required Permissions: Mail.Read, offline_access, User.Read

    • Search Messages

      Required Permissions: Mail.Read, offline_access, User.Read

      Keyword Query Language

      Use Keyword Query Language (KQL) search syntax to build your search queries in Microsoft modules. For more information, see Microsoft Graph help.

    • Get a Message

      Required Permissions: Mail.Read, offline_access, User.Read

    • Create and Send a Message

      Required Permissions: Mail.Send, offline_access, User.Read

    • Forward a Message

      Required Permissions: Mail.Send, offline_access, User.Read

    • Reply to a Message

      Required Permissions: Mail.Send, Mail.ReadWrite, offline_access, User.Read

    • Move a Message

      Required Permissions: Mail.ReadWrite, offline_access, User.Read

    • Delete a Message

      Required Permissions: Mail.ReadWrite, offline_access, User.Read

    Required Permissions: Mail.Read, offline_access, User.Read

Other

  • Make an API Call

    Required Permissions: offline_access, User.Read

Change log between Microsoft 365 Email [v2] and Microsoft 365 Email [v1]

  • New modules - Search Messages, Get a Message, Update a Message, List Attachments, Download an Attachment, and Make an API Call