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 ran under the user account who published the workflow (for SharePoint 2013 on-premise only).	Yes

Example¶

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 ran under the user account who published the workflow (for SharePoint 2013 on-premise only).	Yes

Example¶

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 ran under the user account who published the workflow (for SharePoint 2013 on-premise only).	Yes

Example¶

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 Microsoft 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;https://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 ran under the user account who published the workflow (for SharePoint 2013 on-premise only).	Yes

Example¶