Email Host's Application Configuration

These steps are performed outside of PhixFlow.

An Office 365 Administrator is required to perform the following step to enable a PhixFlow instance to interact with Microsoft Office 365 Outlook.  

1. Open the Microsoft Entra Admin Center at https://entra.microsoft.com/#home
2. Select Applications → App Registrations
3. Click New Registration
   1. Name: PhixFlow O365 Integration, or another appropriate value
   2. Supported Account types: Choose Accounts in this organizational directory only
   3. Redirect URI:
      1. Select a Platform: Web 
      2. URL: SystemURL+receiveTokenAuthentication.htm
         e.g. http://phixflowhost.com/phixflow/receiveTokenAuthentication.htm
4. Click Register
5. Take a note of the Application (client ID)
6. Click Add a certificate or secret
7. Click New client secret
   1. Give the certificate a name
   2. Set the expires time, after which the secret has to be refreshed. Either use the default 180 days, or pick an alternative value such as 730 days.
      1. Ensure you create a new the secret before it expires.
   3. Press Add
   4. Take a note of the value, this is the Client Secret 

Client Token Configuration in PhixFlow

Create an Email Account in PhixFlow

1. Create an Email Account in  in the Full Repository
   1. In PhixFlow version 11.3+, this can be done from the application's repository
2. Set a Name which you'll use to identify the email account, e.g. Customer Service
3. Toggle on Enabled
4. Set the Type to Inbound or Outbound, depending on your requirements

5. For an inbound email account:

   1. Set Host to outlook.office365.com
   2. Set the Protocol to Microsoft
   3. Set the Encryption to SSL/TLS
   4. Toggle on Use Default Port
   5. For the Authorisation Type, select OAuth 2
   6. Set the Login to the email address being monitored
   7. For On Email Received choose:
      1. Hold for collection via file collector if you want PhixFlow to monitor and hold the emails in a

         Insert excerpt
         _file_collector _file_collector nopanel true

         for later processing
         1. See Reading Data From an Email Account
      2. Choose Trigger an email endpoint actionflow if you want PhixFlow to monitor and process the emails using the

         Insert excerpt
         _email_endpoint _email_endpoint nopanel true

         specified in Email Endpoint Action
         1. See Setting up an Email Endpoint
         2. (Optional) If you want to monitor a specific folder in Outlook, enter its name in the Folder field 
            1. If left blank, only the Inbox will be monitored
            2. If using a sub folder, the folder path must be entered here, for example, Inbox/Endpoint
   8. Select your Client Token Configuration

   9. Insert excerpt
      _save _save nopanel true

      the changes
   10. Next to Status, click

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       _emailConfiguration _emailConfiguration name icon nopanel true

        Authenticate Email Account to perform the authentication process which provides access to your Microsoft account
   11. Hover over

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       _more_options _more_options nopanel true

       and select 

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       _emailConfiguration _emailConfiguration nopanel true

Email Host's Application Configuration

1. Configure the application in Azure, Google Developer or similar
   1. https://learn.microsoft.com/en-us/exchange/client-developer/legacy-protocols/how-to-authenticate-an-imap-pop-smtp-application-by-using-oauth
   2. https://learn.microsoft.com/en-us/power-platform/admin/connect-gmail-oauth2
2. Configuration parameters
3. The application type is Web
4. The redirect URL is yourPhixFlowInstance/receiveTokenAuthentication.htm
   1. For example, http://phixflowhost.com/phixflow/receiveTokenAuthentication.htm

Client Token Configuration in PhixFlow

Create an Email Account in PhixFlow

1. Create an Email Account in  in the Full Repository
   1. In PhixFlow version 11.3+, this can be done from the application's repository
2. Set a Name which you'll use to identify the email account, e.g. Customer Service
3. Toggle on Enabled
4. Set the Type to Inbound or Outbound, depending on your requirements
5. Set Host to imap.gmail.com
6. Set the Protocol to IMAP
7. Set Authorisation Type to OAuth2
8. Select your Client Token Configuration
9. Click

   Insert excerpt
   _emailConfiguration _emailConfiguration name icon nopanel true

   Authenticate Email Account to perform the authentication process which provides access to your Google account
   1. POP, IMAP, and SMTP settings for Outlook.com - Microsoft Support
   2. For POP Outlook add to the properties mail.pop3s.auth.xoauth2.two.line.authentication.format=true

10.