Add an email trigger

Starts a bot when a new email message is received from the predefined email service.

Connect the Control Room to one of the email services on your system and trigger the bot when you receive a new email.

For email automation, you can use OAuth 2.0 to authenticate with the email server. To register your application with the Microsoft identity platform, see Using Connect action for Email

Procedura

On the left pane, click Automation.
A list of available bots and forms is displayed.
Click Create new > Bot.
Enter a name for the bot.
All the bots are stored under the \Bots folder. (Optional) Click Browse to change the folder.
Click Create & edit.
In the bot builder page, click Triggers > Email trigger.
Drag Email into Drag a trigger here.

Use the Email trigger pane on the right to choose one of the following server types as the trigger for your incoming emails:

Server type	Steps
Microsoft Outlook	Click Outlook. Microsoft Outlook is set as the email service and the bot is triggered when you receive a new email.
Email server	Click Email server. Enter the email service Host information. For example, if you are using Office365 as your email service, enter `Outlook.office365.com`. Select IMAP or POP3. IMAP and POP3 are protocols used to connect to the mail server that enables you to read your emails through an email client. Nota: The POP3 protocol has a known limitation where any new calender invite can also trigger the bot. Use secure connection (SSL/TLS): Select this option if you want to use a secure connection with the mail server. Enter the configured port number for your email server. Select one of the following user authentication methods to sign in to the email server: Basic Credential: Click Pick to select the stored Username and Password. Credentials and credential variables in the Bot editor Insecure string: Enter the username and password. Client credentials Specify the unique client and tenant IDs generated when you registered the application in the Microsoft Azure portal. Specify the username you want to use to access the mail server. Specify the client secret that you generated for your app in the app registration portal. For Client ID, Tenant ID, Username and Client Secret fields, choose from Credential or Insecure string tab: Credential: Use a value available in the credential vault. Insecure string: Manually enter a value. Nota: Client Credentials flow does not support Gmail. Nota: The Email in folder does not support sub-folders when you set the protocol as POP3 for Email Server,
EWS server	Click EWS server. From the Microsoft Exchange Version drop-down menu, select your current version. For example, if you are using Microsoft Exchange Service Pack 2, select Exchange2010_SP2 as your email service. Enter the domain name, for example, `smtp.office365.com` Select one of the following user authentication methods to sign in to the email server: Basic Credential: Click Pick to select the stored Username and Password. Credentials and credential variables in the Bot editor Insecure string: Enter the username and password. Client credentials Specify the unique client and tenant IDs generated when you registered the application in the Microsoft Azure portal. Specify the username you want to use to access the mail server. Specify the client secret that you generated for your app in the app registration portal. For Client ID, Tenant ID, Username and Client Secret fields, choose from Credential or Insecure string tab: Credential: Use a value available in the credential vault. Insecure string: Manually enter a value.

Opzionale: Use the Check every drop-down menu available under all the server types to set the trigger interval.

The trigger interval for the bot is set to 120 seconds by default.
Opzionale: Use Select Conditions to specify an email event for the selected server type.
Consider a scenario where you select Outlook and want to trigger a bot when you receive an email from a specific sender. In Select Conditions, select the Email from check box and specify the sender's email address.
When you select the Email subject contains check box, the email trigger is executed depending on the following subject conditions:
- When the subject line is provided within double quotation marks (""), for example, "ABC spreadsheet", the trigger is executed only when the email subject has an exact match for the string provided within quotation marks.
- When multiple subject lines are separated by semicolons, for example, ABC spreadsheet; ABC project logs, the trigger is executed when the email subject matches any of the subject lines mentioned.
Opzionale: To create a variable, in the Assigned to > Record tab, click .

You can use this variable to retrieve various details about the email that triggered the bot, such as sender, recipient, subject, email content, date, action information, email server host, and port data.
Click Apply.
Click Run > Run with triggers.

Microsoft Outlook, Email server, or EWS server is set as the trigger to start the bot for new emails.

Nota: When you run an email trigger, the emailTo key returns a list of To addresses. To convert the list of To addresses into a string, use the Assign action from the List package and then use the Join items action from the List package, with the comma as a delimiter to separate the addresses.

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