E-mail Processing

Workflow actions to work with email, it allows you send and receive the emails.

Sync Mailbox with List (Exchange)

Synchronizes unread messages from a specific Exchange account with a SharePoint list.

Input parameters

Parameter

Description

Example

Email

E-mail of the Exchange User

support@contoso.com

Password

Password of Exchange User

Support’sP@ssw0rd$

List

SharePoint List for synchronization. The following fields will be filled from e-mail automatically:

  • From, To, Subject (type: Single line of text)

  • Body (type: multiline of text)

Tickets

mTo

Specifies mapping of ‘To’ filed to list item field

To

mFrom

Specifies mapping of ‘From’ filed to list item field

From

mSubject

Specifies mapping of ‘Subject’ filed to list item field

Title

mBody

Specifies mapping of ‘Body’ filed to list item field

Body

mCc

Specifies mapping of ‘Cc’ filed to list item field

Cc

RegexTemplate

Specifies regular expression template which allows to add new messages to existing discussion according to subject. This property is used for discussion boards only.

Ticket#(? \d+)

SyncAttachments

Synchronize e-mail messages with attachments

Yes

AdminLogin

The login of the user who has appropriate permissions to perform operation. This parameter doesn’t exist in the version for SharePoint 2013 on-premise.

admin@contoso.com

AdminPassword

The password of the user who has appropriate permissions to perform operation. This parameter doesn’t exist in the version for SharePoint 2013 on-premise.

admin’sP@ssw0rd$

SiteUrl

SharePoint URL, if blank will be detected automatically

empty

ThrowError

Detects whether workflow should be interrupted in case of error or not.

Yes

RunAsPublisher

Detects whether the workflow action has to be runned under the user account who published the workflow (for SharePoint 2013 on-premise only).

Yes

Example

Sync Exchange Emails to SharePoint

Sync Mailbox with List (IMAP)

Synchronizes unread messages from a specific IMAP account with a SharePoint list.

Input parameters

Parameter

Description

Example

Email

Mailbox for sync

support@contoso.com

Password

Password for Mailbox

Support’sP@ssw0rd$

List

SharePoint List for synchronization. The following fields will be filled from e-mail automatically:

  • From, To, Subject (type: Single line of text)

  • Body (type: multiline of text)

Tickets

IMAP Server

IMAP Server name

outlook.office365.com

Port

IMAP Port

993

SSL

Is encryption required? (SSL or TLS)

Yes

mTo

Specifies mapping of ‘To’ filed to list item field

To

mFrom

Specifies mapping of ‘From’ filed to list item field

From

mSubject

Specifies mapping of ‘Subject’ filed to list item field

Title

mBody

Specifies mapping of ‘Body’ filed to list item field

Body

mCc

Specifies mapping of ‘Cc’ filed to list item field

Cc

RegexTemplate

Specifies regular expression template which allows to add new messages to existing discussion according to subject. This property is used for discussion boards only.

Ticket#(? \d+)

SyncAttachments

Synchronize e-mail messages with attachments

Yes

AdminLogin

The login of the user who has appropriate permissions to perform operation. This parameter doesn’t exist in the version for SharePoint 2013 on-premise.

admin@contoso.com

AdminPassword

The password of the user who has appropriate permissions to perform operation. This parameter doesn’t exist in the version for SharePoint 2013 on-premise.

admin’sP@ssw0rd$

SiteUrl

SharePoint URL, if blank will be detected automatically

empty

ThrowError

Detects whether workflow should be interrupted in case of error or not.

Yes

RunAsPublisher

Detects whether the workflow action has to be runned under the user account who published the workflow (for SharePoint 2013 on-premise only).

Yes

Example

Sync Mailbox to SharePoint via IMAP

Sync Mailbox with List (Shared Mailbox)

Synchronizes unread messages from the SharePoint shared mailbox with a list. Note: This action is accessible only for SharePoint Online.

Input parameters

Parameter

Description

Example

Mailbox

E-mail of the SharePoint online shared mailbox

SMO-Main@plumsail.com

List

SharePoint List for synchronization. The following fields will be filled from e-mail automatically:

  • From, To, Subject (type: Single line of text)

  • Body (type: multiline of text)

Tickets

mTo

Specifies mapping of ‘To’ filed to list item field

To

mFrom

Specifies mapping of ‘From’ filed to list item field

From

mSubject

Specifies mapping of ‘Subject’ filed to list item field

Title

mBody

Specifies mapping of ‘Body’ filed to list item field

Body

mCc

Specifies mapping of ‘Cc’ filed to list item field

Cc

RegexTemplate

Specifies regular expression template which allows to add new messages to existing discussion according to subject. This property is used for discussion boards only.

Ticket#(? \d+)

SyncAttachments

Synchronize e-mail messages with attachments

Yes

AdminLogin

The login of the user who has appropriate permissions to perform operation. This parameter doesn’t exist in the version for SharePoint 2013 on-premise.

admin@contoso.com

AdminPassword

The password of the user who has appropriate permissions to perform operation. This parameter doesn’t exist in the version for SharePoint 2013 on-premise.

admin’sP@ssw0rd$

SiteUrl

SharePoint URL, if blank will be detected automatically

empty

ThrowError

Detects whether workflow should be interrupted in case of error or not.

Yes

RunAsPublisher

Detects whether the workflow action has to be runned under the user account who published the workflow (for SharePoint 2013 on-premise only).

Yes

Example

Sync SharedMailbox to SharePoint

Send E-Mail with Attachments

Send an e-mail with attachments. If the option AddItemAttachments is checked, a workflow will send attachments from the current list item or a document set. Alternatively you can turn on parsing links of documents from the message body or fill in parameter “AttachmentUrls”.

Note

If you use Office 365, to enable sending attachments you also need to specify AdminLogin and AdminPassword properties or setup it via credential management page. If you don’t specify them, the workflow action will not be able to access your attachments.

Input parameters

Parameter

Description

Example

Address

E-mail of the recipient

SomeUser@gmail.com

Subject

Subject of the message

SharePoint notification

Body

Body of message (may contain HTML)

<h1>Approve notification</h1> <p>Dear Mr....</p>

FromDisplayName

You can change a display name of the From header

Plumsail notification system

ReplyTo

Address for reply

no-reply@plumsail.com

Cc

E-mail carbon copy addressee

no-reply@plumsail.com

Bcc

E-mail blind carbon copy addressee

no-reply@plumsail.com

AttachmentUrls

Urls of attachments delimited by ‘;’

/somefolder/sometxt.txt;http://somesite.com/images/someimage.img

Add Item Attachments

If the option is checked, a workflow will send attachments from the current list item or a document set.

True

ParseLinks

Search embedded links in the message body

False

ParseImages

Search for embedded images in the message body

False

From

Sender email. FROM header works with custom SMTP only.

support@contoso.com

EXEmail

E-mail that is used to connect to the SMTP server

support@contoso.com

EXPassword

Password to connect to SMTP server

Support’sP@ssw0rd$

Host

SMTP Server name

outlook.office365.com

Port

SMTP Port

587

SSL

Is encryption required? (SSL or TLS)

Yes

AdminLogin

The login of the user who has appropriate permissions to perform operation. This parameter doesn’t exist in the version for SharePoint 2013 on-premise.

admin@contoso.com

AdminPassword

The password of the user who has appropriate permissions to perform operation. This parameter doesn’t exist in the version for SharePoint 2013 on-premise.

admin’sP@ssw0rd$

SiteUrl

SharePoint URL, if blank will be detected automatically

empty

ThrowError

Detects whether workflow should be interrupted in case of error or not.

Yes

RunAsPublisher

Detects whether the workflow action has to be runned under the user account who published the workflow (for SharePoint 2013 on-premise only).

Yes

Example

Send email with attachments