Creating Email Triggers

Enter the settings required to access the incoming email server and account

Enter mailbox credentials:

To select a credential from the credentials vault: Select From vault. Select a credential from the list.

• To add credentials manually: Select Manually. Enter the User name, the Password, and the Domain

  For Microsoft Office 365 new authentication method: Insert the Tenant ID and Application ID of the Microsoft Exchange (retrieve from Microsoft Azure > Email application )

  • Tenant ID (Objec tID) is a sensitive information and is encrypted

  • Application ID is not sensitive information isn't encrypted

  • Once IDs are entered, they cannot be removed - only edited. To remove the IDs, you need to delete the trigger and re-create it.

  Read more about Working with Microsoft 365 Exchange and Modern Authentication

(optional) If the mailbox is shared:

• Select Use Shared Mailbox

• Enter the shared mailbox name

(Required) Enter the folder name of the folder that is monitored for incoming mail messages

NOTE: This is the folder on the email server that will be monitored for messages matching the other email filter requirements. Generally, the name of this folder is Inbox (or a translation of Inbox), but it can vary based on email server/account configuration.

Set additional filters for the messages to be monitored:

1. (Optional) From: The email address from which the message must be sent

2. (Optional) To: The email address to which the message must be sent

3. (Optional) Subject contains: A word or a phrase that the subject of the message must contain

4. (Optional) Body contains: A word or a phrase that the body of the message must contain

(Optional)Has attachments:

• When this box is checked, a message must include attachments in order to cause the trigger to initiate a new task

• If left unchecked, any message matching the other filter requirements (whether or not it includes attachments) will cause the trigger initiate a new task