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Overview

PhixFlow supports fetching and sending emails through Microsoft Office 365 Outlook and Google accounts. This page describes the setup required for both.


System Configuration Setup in PhixFlow

  1. On the  Administration menu, access   Configuration
    1. Check the System URL field is set to the public URL PhixFlow is accessed on by users
      1. For example, http://phixflowhost.com/phixflow/
  2. Ensure the secure flag is set on cookies, see Install Tomcat

Email Host's Application Configuration

Microsoft Office 365 Settings

 Microsoft Office 365

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 

Google Settings

 Google
  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

Client Token Configurations are created in PhixFlow from the Full Repository.

Create an Email Account in PhixFlow

  1. Create an Email Account 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

Microsoft Office 365 Settings

 Microsoft Office 365

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. Set the On Email Received:
    1. Choose Hold for collection via file collector if you want PhixFlow to monitor and process the emails in a  File Collector
      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   Email Endpoint specified in Email Endpoint Action
      1. See Setting up an Email Endpoint
  8. Select your Client Token Configuration
  9.  Apply the changes
  10. Next to Status, click  Authenticate Email Account to perform the authentication process which provides access to your Microsoft account
  11. Hover over  More Options and select Test Configuration

Google Settings

 Google
  1. Set Host to imap.gmail.com
  2. Set the Protocol to IMAP
  3. Set Authorisation Type to OAuth2
  4. Select your Client Token Configuration
  5. Click 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

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