Outlook 365 Mail Activities

Outlook 365 Mail Activities

Version: 1.0.5  ·  ID: zoan-packages-outlook365  ·  Author: Zoan Software

The Outlook 365 package sends, searches, reads and organizes email in a Microsoft 365 mailbox through Microsoft Graph, using Zoan Cloud OAuth2 connections. It is the cloud counterpart of the desktop Outlook package: it needs neither Outlook installed nor an open Windows session, so it works the same in attended and unattended robots.

Concept 1: the connection and its permissions

The activities use a Zoan Cloud Microsoft 365 OAuth connection, referenced by its key name in Connect (credential = credential("m365-support")). Zoan Cloud stores and renews the token; the robot never sees the account password.

Microsoft Graph permission	Used for
Mail.ReadWrite	Searching, reading, downloading attachments, moving, marking, categorizing and deleting.
Mail.Send	Sending, replying and forwarding.
Mail.ReadWrite.Shared / Mail.Send.Shared	The same on shared mailboxes, with delegated access.

The authentication type (delegated or app-only) is defined by the connection. With delegated access and no mailbox, the activities work on the mailbox of the user who authorized the connection; for shared mailboxes or app-only access, set mailbox in Connect.

Concept 2: the session

Connect opens a session (ZoanOutlookMailSession) on a mailbox:

• With body: the activities inside inherit it, and it closes by itself when they finish.
• Without body: store it in a variable, pass it through session and close it with Close.

The session uses the token that was valid when it connected, which lasts about one hour: in long processes, work in batches and connect once per batch.

Concept 3: an email is a dictionary

Get emails, Get email by ID and Move return each email as a Dictionary<string,object> with the keys id, subject, from, fromName, to, cc, receivedDateTime, preview, isRead, hasAttachments, categories, webLink, body and bodyType (details in Get emails). Read each value by key: email["subject"].

The id is the input of every other activity. It changes when the email is moved to another folder: do your work on the email before moving it, or use the id returned by Move.

Activities

Activity	Type	Output	Description
Outlook 365 — Connect	outlook365-connect	ZoanOutlookMailSession	Opens an authenticated Outlook 365 session through Microsoft Graph
Outlook 365 — Send	outlook365-send	—	Sends an email from the session’s mailbox
Outlook 365 — Reply	outlook365-reply	—	Replies to an existing email, keeping the thread
Outlook 365 — Forward	outlook365-forward	—	Forwards an email to other recipients
Outlook 365 — Get emails	outlook365-get-emails	List<Dictionary<string,object>>	Searches the mailbox or a folder by subject, text, filter or unread status
Outlook 365 — Get email by ID	outlook365-get-email	Dictionary<string,object>	Gets a full email by its ID, including the body
Outlook 365 — Download attachments	outlook365-download-attachments	List<string>	Downloads an email’s attachments to a folder
Outlook 365 — Move	outlook365-move	Dictionary<string,object>	Moves an email to another folder
Outlook 365 — Mark read/unread	outlook365-mark-read	—	Marks an email as read or unread
Outlook 365 — Set categories	outlook365-set-categories	—	Sets an email’s categories (replacing the existing ones)
Outlook 365 — Delete	outlook365-delete	—	Deletes an email
Outlook 365 — Close	outlook365-close	—	Closes an Outlook 365 session

Full process example

Outlook 365 — Connect   credential = credential("m365-invoices")
 └─ body:
      Outlook 365 — Get emails   folder = "inbox"   subject = "Invoice"   unreadOnly = true   → output: pending
      For each   email in pending
       └─ Outlook 365 — Download attachments   id = email["id"]   folder = "C:\invoices\inbox"
          Outlook 365 — Reply   id = email["id"]   body = "We received your invoice and will record it in the next few days."
          Outlook 365 — Move    id = email["id"]   destination = "archive"