How to set up and use New Email Received in Microsoft Outlook Trigger
Run the workflow when a new email is received in your Microsoft Outlook account.
For more information on the integration needed, visit the related article in the Integrations collection.
Follow these steps:
Add a New Email Received in Microsoft Outlook Trigger: Create a workflow with a New Email Received in Microsoft Outlook Trigger, use an existing workflow with a New Email Received in Microsoft Outlook Trigger, or change an existing workflow's trigger type to a New Email Received in Microsoft Outlook Trigger.
Add Microsoft Outlook connection: If you haven't already, connect your Microsoft Outlook account to Cassidy. This will allow Cassidy to access your Outlook emails and trigger workflows based on new email receipt.
Select "Folders to Monitor": Specify the folders in Outlook that you want to monitor for new emails. Leave empty to monitor all folders (excluding Sent Items and Drafts).
Reference the Microsoft Outlook variables: In the rest of your workflow, you can use the following variables from the New Email Received in Microsoft Outlook Trigger:
Email ID: The unique identifier of the email message.
Parent Folder ID: The identifier of the folder containing the email.
Conversation ID: The identifier for the email conversation thread.
Conversation Index: The position of the email within the conversation.
Web Link: The web URL to view the email in Outlook.
Sent Date: The date and time the email was sent.
Received Date: The date and time the email was received.
Labels: Any labels or categories applied to the email.
From (includes Name and Email): The sender's name and email address.
Recipients: The recipient email addresses.
CC Recipients: The carbon copy recipient names and email addresses.
BCC Recipients: The blind carbon copy recipient names and email addresses.
Reply To: The reply-to email address.
Subject: The subject line of the email.
Body: The content or body of the email.
Attachments: Any files attached to the email.
Activate the trigger: In the New Email Received in Microsoft Outlook Trigger block, click the toggle switch to turn it on.
