Microsoft 365 Outlook web triggers are configured to monitor a Microsoft 365 Outlook inbox for events.

Overview

The Microsoft 365 Outlook web trigger listens for specific events in a Microsoft 365 Outlook inbox. When the event occurs in the monitored inbox, the trigger initiates the configured automation workflow.

Authentication

The Microsoft 365 Outlook web triggers use OAuth to authenticate the connection to the Microsoft 365 Outlook account. See Create OAuth connection for more information about OAuth connections.

Microsoft 365 Outlook web triggers also use certificates to authenticate the Microsoft account subscription and decrypt the incoming data from the Microsoft servers. Log in to your Microsoft Azure portal and create a certificate. For more information on creating certificates in the Microsoft Azure portal, see Certificate creation methods in the Microsoft Learn portal. For more information on managing certificates, see Managing encryption keys.

Ensure that you add the created certificate in the Credential Vault. Do the following to add the certificate data to the Credential Vault:

  1. Open the certificate file in any text editor.
  2. Copy the entire contents of the certificate file.
  3. Log in to the Control Room as an administrator.
  4. Follow steps 2 to 5 in Create credential.
  5. In step 6, select the Standard input option and paste the certificate contents in the Value field.
  6. Click Create credential to save the certificate data in the Credential Vault.

Supported events

The Microsoft 365 Outlook web trigger supports the following events:

Events Description
When new email arrives When the inbox receives a new email.
When an email updated When an update is made to an email in the inbox.
When an email deleted When an email is deleted from the inbox.

Prerequisites

Ensure that the following prerequisites are met:

  • A Bot Creator or Citizen Developer license.
  • EVENT TRIGGERS and View my bots permissions.
  • Check in and Check out permission on the folders in which the automation is located.
  • An active OAuth connection for the Microsoft 365 account.
  • A Microsoft Azure certificate.

Settings

The following settings are available for Microsoft 365 Outlook web triggers:

Listen to event
Select one or more events that the trigger must monitor.
Email address
Enter the email address of the mailbox that must be monitored.
Monitor mail folder
Enter the folder name in the mailbox that must be monitored. Currently, only Inbox folder is supported.
Control room Oauth connection
Use the Pick option, and follow the prompts in the Pick an OAuth connection modal to select the OAuth connection for the Microsoft 365 Outlook account.
Certificate
Use the Certificate option to select the certificate for authentication and encryption.
  • Credential: Use the Choose option and follow the prompts in the Pick a credential modal to select the Microsoft Azure certificate saved in the Credential Vault.
  • Insecure string: Use the Insecure string option to enter the content of the certificate file directly in the input field.
Filter criteria (optional)
Use the Filter criteria (optional) option to define the filter criteria for the trigger. The following filter options are available:
  • Query: Enter an appropriate query based on Microsoft query filters.
  • Condition: Use the Condition option to build conditions using And and Or operators.
If you use Condition option, select the appropriate operator and click Add Condition.. Follow the prompts in the Add Condition modal to configure the condition for the selected operator. The following condition types are supported:
  • From: Use this option to configure a condition based on the email address of the sender.
  • With attachments: Use this option to configure a condition based on the availability of an attachment in the mails.
  • Importance: Use this option to configure a condition based on the priority level set in the attachment. You can set the condition as High for mails marked with High Importance, Low for mails marked with Low Importance, or Normal for mails without any priority.
  • Subject: Use this option to configure a condition based on the subject of the mail. You can use one of Equals to, Contains, or Starts with condition and enter an appropriate string in the Subject field.
  • Flag status: Use this option to configure a condition based on the flag set for the emails. You can use Flagged option for emails that have any flag set, or Completed option for the mails that have the Completed flag set.
Response (optional)
Use the Response option to save the trigger response data. You can select an existing variable or create a new variable. Only Record variable type is supported.