Email

with the email app in {{product name}} , you can send and receive emails, search messages, and iterate attachments requirements to use the email app in {{product name}} , you must have an existing email account 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 {{product name}} using the following methods /#connect using a gmail account /#connect using imap for other email types /#connect using microsoft smtpimap oauth connect using a gmail account to create the connection log in to your {{product name}} account, add an email module to your {{scenario singular lowercase}} , and select google restricted as the connection type optional in the connection name field, enter a name for the connection see the docid\ jsxtuvcnfmp8splvlhbe9 page for any issues you might encounter when connecting gmail click save if prompted, authenticate your account and confirm access you've successfully created the connection and can now use the email app in your {{scenario plural lowercase}} if you want to make changes to your connection in the future, follow the steps https //help make com/connect an application#tn2pj connect using imap for other email types to create the connection log in to your {{product name}} account, add an email module to your {{scenario singular lowercase}} , 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, if your email provider is listed in the drop down, enter your email address in the user name field and your password if your email provider is not listed, select other and fill in the following information field description 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 to use tls, you may need to allowlist the ip addresses of {{product name}} in addition to providing the above files reach out to your it team for more information 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 makewill be using this to verify the identity of your smtp server this ensures the bi directional certificate based identity verification of the mtls protocol click save you've successfully created the connection and can now use the email app in your {{scenario plural lowercase}} if you want to make changes to your connection in the future, follow the steps https //help make com/connect an application#tn2pj connect using microsoft smtp/imap oauth to create the connection connect using your microsoft account to connect using your personal or work account log in to your {{product name}} account, add an email module to your {{scenario singular lowercase}} , 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 switch on advanced settings and enter the client credentials from your custom application see the section /#obtain client credentials in microsoft azure for details on how to create your credentials click save if prompted, authenticate your account and confirm access obtain client credentials in microsoft azure to connect using client credentials, you must create a custom application in your microsoft azure portal go to azure portal > azure active directory > app registrations > new registration enter the app details field description 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 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 following permissions for the email app, select the microsoft graph app and add the following permissions for more information, you can refer to the following microsoft documentation https //learn microsoft com/en us/graph/auth v2 service https //learn microsoft com/en us/azure/active directory/manage apps/configure admin consent workflow https //docs celonis com/en/security details for action flows and third party applications html templates you can look for email templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} email resources https //learn microsoft com/en us/graph/auth v2 service https //learn microsoft com/en us/azure/active directory/manage apps/configure admin consent workflow https //docs celonis com/en/security details for action flows and third party applications html