Create a web trigger to monitor events on an Microsoft 365 Outlook inbox and initiate next actions in your automation. Once you configure the web trigger, add actions to create the automation work flow and instruct the bot what to do.

Map your trigger to a Microsoft 365 Outlook mailbox and configure the trigger to run the automation by receiving real-time notifications from the Microsoft 365 Outlook mailbox. You can also map the trigger to a folder within the Microsoft 365 Outlook inbox. Once the event occurs in the Microsoft 365 Outlook inbox, the web trigger is enabled and initiates the automation action that is configured in the bot editor.

Prerequisites

  • You must have a Bot Creator or Citizen Developer license.
  • You must have View my bots permission.
  • You must have all the EVENT TRIGGERS permission for the role.
  • You must have Check in and Check out permission on the folders of where the automation resides.
  • You must be logged in to your Control Room.
  • You must establish an OAuth connection before using them to build an automation. For more information, see Create OAuth connection.

Procedure

  1. On the left pane, click Automation.
  2. Click Create > Task Bot.
    The Create Task Bot wizard is displayed.
  3. Enter an appropriate name for the bot in the Name field.
    All the bots are stored in \Bots folder by default.
  4. Optional: You can add a description for the bot in the Description field.
  5. Optional: You can use the Choose button to save the bot in a different folder.
  6. Click Create & Edit.
    The bot is created and the Edit Task Bot is displayed.
  7. Click Triggers > Microsoft 365 Outlook, and then double-click or drag Web trigger to add the web trigger to Triggers section.
  8. Select one or more events to listen from the Listen to event drop-down menu.
    The following events are supported:
    • When new email arrives: When the inbox folder receives a new email.
    • When an email updated: When a change is made in the inbox folder.
    • When an email deleted: When an email is deleted from the inbox folder.
  9. Enter the Microsoft 365 Outlook email address in the Email address field.
  10. You can enter the folder name in the Mailbox folder.
    Specify Inbox as nested folders are not supported currently.
  11. Click Pick to choose the preconfigured OAuth connection from the Pick an OAuth connection modal.
    Only Control Room managed OAuth connections are supported. For more information, see Use OAuth connection.
  12. Do one of the following in the Certificate section.
    • Credentials: Click Choose to pick a Microsoft Entra credential that is already configured in the Credential Vault.
    • Insecure string: Copy the Microsoft Azure certificate key content from the Microsoft Azure portal and paste it in the Insecure string field..
    Note:
    • The certificates are used to authenticate the Microsoft account subscription and decrypt the data received from the Microsoft Outlook server. You can generate certificates in Microsoft Azure portal.
    • For more information on creating certificates, see Certificate creation methods section in Certificate creation methods.
    • For more information on managing the certificates, see Managing encryption keys section in Managing encryption keys.
  13. Optional: Add variables to the trigger in the Response option. For more information about variables, see Variables overview.
    Note: If you use an existing variable for response, ensure that Use as input check box is enabled for the variable.
  14. Optional: Add more triggers as required in the Triggers section.
  15. Double-click or drag an appropriate action from the Actions palette to the Action section.
    For information about actions, see Actions to build automations.
  16. Click Save to save the bot.