使用連接 action 為了 Email

使用 [連線] action與電子郵件伺服器建立連線。這是您要自動化電子郵件相關任務所必須使用的第一個action。

先決條件

You can use OAuth 2.0 to authenticate with the email server for email automation. Based on your email service provider, perform the relevant steps:

Outlook/Office 365
- If you use Client credentials flow authentication mode, then perform the following steps:
  1. Log in to the Microsoft Azure portal.
  2. Register an application with the Microsoft identity platform to obtain the client ID and tenant ID. See Register an application.
  3. Add a Client secret. See Add a client secret.
  4. Based on which mail server you connect to, perform the relevant steps:
    - IMAP/POP3
      Add the POP and IMAP permissions to your AAD application . See Authenticate an IMAP, POP or SMTP connection using OAuth.
    - EWS
      - Configure for app-only authentication. See Configure for app-only authentication.
      - Configure an application access policy and limit the scope of application permissions. See Configure application access policy.
- If you use the Authorization code with PKCE authentication mode, then perform the following steps:
Gmail
To authorize your application with Gmail using the Authorization code with PKCE authentication method, perform the following steps:
1. Configure the OAuth2.0 settings in the Google Cloud Platform (GCP) and retrieve the necessary credentials to connect Automation 360 with your G Suite applications.
2. If you have not already done so, create a project.
3. To generate the Client ID and Client secret, complete the steps in Setting up OAuth 2.0.
  註:
  - Select the Web application option.
  - Add this authorized redirect URI: http://localhost:8888/Callback.
4. Complete the steps to set up user consent for the username that you will use to connect to the Automation 360.
註:
- Client Credentials flow does not support Gmail.
- The Client Credentials and Authorization code with PKCE authentication modes do not support Yahoo and MSN mail servers.

Important: 如果您想同時使用身份驗證模式（客戶端憑據和 PKCE 授權代碼），則必須在兩個單獨的應用程序上註冊。

註: 當您連線至 Exchange Web 服務伺服器時，必須停用多重因素驗證，包括所有可啟用多重因素驗證的組織層級安全性原則。如果未完全禁用多因素，用戶可能會遇到連接或授權錯誤。

此action可讓您提供電子郵件伺服器認證和詳細資料，並將此資訊與工作階段名稱建立關聯。為另一個Emailactions使用此相同工作階段名稱，因此您只需提供伺服器資訊一次即可。

程序

若要建立與電子郵件伺服器的連線，請遵循下列步驟：

Automation 360