Send and receive email with UiPath (Outlook, Microsoft365, IMAP, POP, SMTP)

In UiPath Studio development, you may want to send or receive emails from your business partners, when the robot execution is completed, or when an error occurs.

This article will explain how to send and receive email using Outlook, Microsoft365, IMAP, POP, and SMTP.

 

 Related Articles Learn the Creation Techniques f UiPath robotics creation with Udemy’s online courses that take it up a notch

How to send and receive email

There are several ways to send and receive email: application specific (Outlook), service specific (Microsoft365, Exchange, IBM Notes), protocol specific (IMAP, POP, SMTP), and UI manipulation (manipulate any software or webmail).

 

How to send and receive email

Classification	target	Stability of the process (Is it resistant to external changes?)	security	Sample in this article
App Designation	Outlook	Y	Y	Y
service specification	Microsoft365	Y	Y	Y
	Exchange	Y	n	–
	IBM Notes	Y	Y	–
protocol specification	IMAP	Y	n	Y
	POP	Y	n	Y
	SMTP	Y	n	Y
UI Operation	Any software	n	Y	–
	Any webmail	n	Y	–

*Y:yes,     n:neither,     N:no,    -:None

We recommend Outlook, because you can set up your email in Outlook beforehand, and you don’t need to set up accounts and passwords for activities.

If you are going to use Microsoft365, we recommend using Microsoft365 Activity.

This is because the authentication method can be changed according to the operation, and Read and Write permissions can be set, so security can be specified in detail.

 

Sending and receiving email using Outlook activities

The Outlook Activity is located in the App Integration > Mail > Outlook.

 

Outlook Activity

Activity Name	Activity behavior
Get Outlook Mail Messages	Retrieve email messages from Outlook.
Move Outlook Mail Message	Moves Outlook email messages to the specified folder.
Send Outlook Mail Message	Send an email message from Outlook.
Save Outlook Mail Message	Saves your Outlook email messages in the specified folder.
Delete Outlook Mail Message	Deletes an Outlook email message.
Reply To Outlook Mail Message	Replies to an email message using Outlook.
Set Outlook Mail Categories	Assigns categories to a specified mail message.
Mark Outlook Mail As Read/Unread	Marks the specified mail message as read or unread.

 

Get Outlook Mail Messages

Use Get Outlook Mail Messages to get your Outlook mail.

“Get Outlook Mail Messages” is located in App Integration> Mail> Outlook.

 

Get Outlook Mail Messages  Setting item

Setting location		Setting item	Setting contentcs
Properties	Common	DisplayName	The display name of the activity.
		TimeoutMS	Specifies the amount of time (in milliseconds) to wait for the activity to run before an error is thrown.
	Input	MailFolder	The mail folder from which the messages are to be retrieved.
		Account	The account used to access the messages that are to be retrieved.
	Options	Filter	A string used as a filter for the messages to be retrieved. Accepts JET Queries or DASL Queries.
		FilterByMessageIds	Returns only mail messages that match the specified message IDs.
		MarkAsRead	Specifies whether to mark retrieved messages as read.
		OnlyUnreadMessages	Specifies whether to retrieve only unread messages.
		OrderByDate	Orders mail messages by date.
		Top	The number of messages to be retrieved starting from either the newest or the oldest, depending on the OrderByDate parameter.
	Output	Messages	The retrieved messages as a collection of MailMessage objects
	Misc	Private	If selected, the values of variables and arguments are no longer logged at Verbose level.

 

Sample Process
Use “Get Outlook Mail Messages” to retrieve the emails and display the From, Subject, and Body of the first email in the log message.

 

・Get Outlook Mail Messages  Properties

・Variables

 

・Target Outlook email

・Execution result

 

Send Outlook Mail Message

To send an email in Outlook, use “Send Outlook Mail Message”.

“Send Outlook Mail Message” is located in App Integration > Mail > Outlook.

 

Send Outlook Mail Message  Setting item

Setting location		Setting item	Setting contents
Properties	Attachments	Attachments	The attachments to be added to the email message.
		AttachmentsCollection	Enables you to specify a list of attachments to be added to the email message.
	Common	DisplayName	The display name of the activity.
		TimeoutMS	Specifies the amount of time (in milliseconds) to wait for the activity to run before an error is thrown.
	Email	Body	The body of the email message.
		Subject	The subject of the email message.
	Forward	MailMessage	The message to be forwarded.
	Input	Account	The account used to send the messages.
		SentOnBehalfOfName	The display name of the sender of the mail message.
	Options	Importance	Specifies the importance of the mail message
		IsBodyHtml	Specifies whether the body of the message is written in HTML format.
		IsDraft	Specifies whether the message should be saved as a draft.
		ReplyTo	The email addresses to be used when replying.
		Sensitivity	Specifies the sensitivity of the mail message
	Receiver	Bcc	The hidden recipients of the email message.
		Cc	The secondary recipients of the email message.
		To	The main recipients of the email message.
	Misc	Private	If selected, the values of variables and arguments are no longer logged at Verbose level.

 

Sample Process
Send an email with Outlook Activity.

 

・Send Outlook Mail Message  Properties

・Execution result

・Email send

 

 

Service specification (Microsoft365, Exchange, IBM Notes)

Microsoft365 email activity can be found in Integrations> Microsoft> Office365> Outlook
*You will need to install the UiPath.MicrosoftOffice365.Activities activity package, as described in Installing MicrosoftOffice365 Activities.

Mail activities for Exchange and IBM Notes can be found in App Integration > Mail.

 

Email activity for Microsoft365, Exchange, and IBM Notes

Activites location	Activites Name	Activity behavior
Integration > Microsoft > Office365 > Outlook	Set Mail Categories	Uses the Microsoft Graph Update message API to associate categories with a message.
	Delete Mail	Uses the Microsoft Graph Delete message API to delete an email message.
	Get Mail	Uses the Microsoft Graph Get message and List messages APIs to retrieve the matching messages from a specified mailbox (Mailbox).
	Move Mail	Uses the Microsoft Graph Move event message API to move a message (Message) to a different mail folder (DestinationFolder).
	Forward Mail	Uses the Microsoft Graph Create forward and Forward event message API to forward a message (Message), with additional content (Body), to one or more recipients (To).
	Send Mail	Uses the Microsoft Graph Create message and Send mail APIs to send a message (Body and Subject) to one or more recipients (To, CC, and BCC).
App Integration > Mail > Exchange	Delete Exchange Mail Message	Deletes an Exchange email message.
	Get Exchange Mail Messages	Retrieves an email message from Exchange.
	Send Exchange Mail Message	Sends an email message from Exchange.
App Integration > Mail > IBM Notes	Delete IBM Notes Mail Message	Deletes a specified mail message from IBM Notes.
	Get IBM Notes Mail Messages	Retrieves mail messages from IBM Notes.
	Move IBM Notes Mail Message	Moves a IBM Notes mail message to a specified folder.
	Send IBM Notes Mail Message	Sends a mail message by using IBM Notes.

 

Installing MicrosoftOffice365 Activities

In order to use MicrosoftOffice365 Activities, you need to install the “UiPath.MicrosoftOffice365.Activities” activity package.

 

Instructions for installing the “UiPath.MicrosoftOffice365.Activities” activity package

①Click “Manage Packages”

②[Click All Packages and enter “UiPath.MicrosoftOffice365.Activities” in the search window.

③Click [UiPath.MicrosoftOffice365.Activities], and then click [Install].

④Click “Save”.

⑤Enter “Office365” in the activity search window and confirm that the activity is displayed.

This completes the installation of the [UiPath.MicrosoftOffice365.Activities] activity package.

 

Configuration of AzureAD

Each activity in MicrosoftOffice365 operates in a sequence within the “Microsoft Office 365 Scope”.

The “Microsoft Office 365 Scope” is authenticated with AzureAD, and you need to register apps and set API permissions in AzureAD.

 

Configuring Microsoft Office 365 Scope

There are five types of authentication methods for the Microsoft Office 365 Scope, which runs each MicrosoftOffice365 activity.

• InteractiveToken
• IntegratedWindowsAuthentication
• UsernameAndPassword
• ApplicationIdAndSecret
• ApplicationIdAndCertificate

 

For a more detailed description of the authentication method, please refer to the following reference links.

 

Get Outlook email for Microsoft 365 (Get Mail)

To retrieve Outlook mail for Microsoft 365, use Get Mail in Integrasions > Microsoft > Office365 > Outlook.

 

Get Mail  Setting item

Setting location		Setting item	Setting contents
Properties	Common	DisplayName	The display name of the activity.
	Input	Account	(Optional) The email address with which to interact.
		Mail Folder	The mail folder from which the messages are retrieved.
	Misc	Private	If selected, the values of variables and arguments are no longer logged at Verbose level.
	Options	Get As HTML	If selected, the message body is returned in HTML format.
		Mark As Read	If selected, the returned messages are marked as read.
		Only Unread Messages	If selected, only unread messages are returned.
		Order By Date	The returned messages are ordered by date.
		Query	Query used for filtering the returned emails.
		Top	The maximum number of emails to retrieve.
	Output	Result	Returns all emails from the user’s inbox.

 

Sample Process
Retrieve Outlook emails in Microsoft 365 and display the From, Subject, and Body of the first email to the log message.

 

・Microsoft Office 365 Scope  Properties

・Get Mail  Properties

・Variables

 

・Email to be retrieved

・Execution result

 

Send Outlook email for Microsoft 365 (Send Mail)

To retrieve Outlook mail for Microsoft 365, use Send Mail in Inhtegrations> Microsoft> Office365> Outlook.

 

Send Mail  Setting item

Setting location		Setting item	Setting Contents
Properties	Attachments	Attachments	A collection containing the paths to the files attached to the email.
		Attachments Collection	An additional list of files attached to the message.
	Common	DisplayName	The display name of the activity.
	Email	Body	The email’s message body.
		Subject	The subject of the email.
	Input	Account	(Optional) The email address with which to interact.
	Misc	Private	If selected, the values of variables and arguments are no longer logged at Verbose level.
	Options	From	The email address from which the email is sent.
		Importance	The importance of the mail message.
		Is Body HTML	If selected, the body of the email is interpreted in HTML format.
		Is Draft	If selected, the message is saved as a draft and not sent.
		Reply to	The email addresses to use when replying.
	Recipients	Bcc	A comma-separated list of email addresses that you want to be included as Bcc recipients.
		Cc	A comma-separated list of email addresses that you want to be included as Cc recipients.
		To	A comma-separated list of email addresses that you want to send your mail to.

 

Sample Process
Send an email with Outlook in Microsoft 365.

 

・Microsoft Office 365 Scope  Properties

・Send Mail  Properties

・Execution result Log

・Mail sent items for sent emails.

 

Specify protocol (IMAP, POP, SMTP)

IMAP, POP, and SMTP mail activities can be found in the App Integration > Mail.

 

IMAP, POP, and SMTP email activity

アクティビティの場所	アクティビティ名	アクティビティの動作
App Integration > Mail > IMAP	Get IMAP Mail Messages	Retrieves an IMAP email message from a specified server.
	Move IMAP Mail Message	Moves an IMAP email message to a specified folder.
App Integration > Mail > POP3	Get POP3 Mail Message	Retrieves a POP3 email message from a specified server.
App Integration > Mail > SMTP	Send SMTP Mail Message	Sends an email message by using the SMTP protocol.

 

Get IMAP Mail Messages

To retrieve IMAP mail messages, use Get IMAP Mail Messages.

Get IMAP Mail Messages is located in the app’s Connectivity > Mail > IMAP.

 

Get IMAP Mail Messages  Setting item

設定場所		設定項目	設定内容
Properties	Common	DisplayName	The display name of the activity.
		TimeoutMS	Specifies the amount of time (in milliseconds) to wait for the activity to run before an error is thrown.
	Host	MailFolder	The mail folder from which the messages are to be retrieved.
		Server	The email server host that is to be used.
		Port	The port used to get the email message.
	Logon	Email	The email account used to get the message.
		Password	The password of the email account used to get the message.
		SecurePassword	The password of the email account used, as a secure string.
	Misc	Private	If selected, the values of variables and arguments are no longer logged at Verbose level.
	Options	DeleteMessages	Specifies if the read messages should be marked for delete.
		FilterExpression	Returns only those mail messages matching the filter expression.
		FilterExpressionCharacterSet	The MIME name of the character set to be used for the filter expression.
		MarkAsRead	Specifies whether to mark retrieved messages as read. By default, this check box is cleared.
		OnlyUnreadMessages	Specifies whether to retrieve only unread messages.
		OrderByDate	Order mail messages by date.
		SecureConnection	Specifies the SSL and/or TLS encryption to be used for the connection.
		Top	The number of messages to be retrieved, starting from either the newest or the oldest, depending on the OrderByDate parameter.
	Output	Messages	The retrieved messages as a collection of MailMessage objects.

 

Sample Process
Retrieve the mail by IMAP and output the subject and body of the first message to the log.

・Get IMAP Mail Messages  Properties

 

・Variables

 

・Email to be retrieved

・Execution result  Log

 

Get POP3 Mail Message

To retrieve a POP3 mail message, use “Get POP3 Mail Message”.

The “Get POP3 Mail Message” can be found in App Integration > Mail > POP3.

 

Get POP3 Mail Message  Setting item

Setting location		Setting item	Settting contents
Properties	Logon	Email	The email account used to get the message.
		Password	The password of the email account used to get the message.
		SecurePassword	The password of the email account used, as a secure string.
	Host	Server	The email server host that is to be used.
		Port	The port used to get the email message.
	Options	DeleteMessages	Specifies if the read messages should be marked for delete.
		SecureConnection	Specifies the SSL and/or TLS encryption to be used for the connection.
		Top	The number of messages to be retrieved starting from the top of the list.
	Common	DisplayName	The display name of the activity.
		TimeoutMS	Specifies the amount of time (in milliseconds) to wait for the activity to run before an error is thrown.
	Output	Messages	The retrieved messages as a collection of MailMessage objects.
	Misc	Private	If selected, the values of variables and arguments are no longer logged at Verbose level.

 

Sample Process
Retrieve the mail by POP and output the From, Subject, and Body of the first message to the log.

・Get POP3 Mail Messages  Properties

 

・Variables

 

・Email to be retrieved

・Execution result Log

 

Send SMTP Mail Message

To send an SMTP mail message, use “Send SMTP Mail Message”.

The “Send SMTP Mail Message” is located in AppIntegration > Mail > SMTP.

 

Send SMTP Mail Message  Setting item

Setting location		Setting item	Setting contents
Properties	Logon	Email	The email account used to send the message.
		Password	The password of the email account used to send the message.
		SecurePassword	The password of the email account used, as a secure string.
	Host	Server	The email server host that is to be used.
		Port	The port that the email message is to be sent through.
	Sender	Name	The display name of the sender.
		From	The email address of the sender.
	Options	IsBodyHtml	Specifies whether the body of the message is written in HTML format.
		ReplyTo	The email address to be used when replying.
		SecureConnection	Specifies the SSL and/or TLS encryption to be used for the connection.
	Receiver	To	The main recipients of the email message.
		Cc	The secondary recipients of the email message.
		Bcc	The hidden recipients of the email message.
	Email	Subject	The subject of the email message.
		Body	The body of the email message.
	Common	DisplayName	The display name of the activity.
		TimeoutMS	Specifies the amount of time (in milliseconds) to wait for the activity to run before an error is thrown.
	Attachments	Files	The attachments to be added to the email message.
	Forward	MailMessage	The message to be forwarded.
	Misc	Private	If selected, the values of variables and arguments are no longer logged at Verbose level.

 

Sample Process
Send mail via SMTP.

 

・Send SMTP Mail Message  Properties

・Execution result  Log

・Sent email

 

Summary

[reprint]   How to send and receive e-mail

Classification	target	Stability of the process (Is it resistant to external changes?)	security	Sample in this article
App Designation	Outlook	Y	Y	Y
service specification	Microsoft365	Y	Y	Y
	Exchange	Y	n	–
	IBM Notes	Y	Y	–
protocol specification	IMAP	Y	n	Y
	POP	Y	n	Y
	SMTP	Y	n	Y
UI Operation	Any software	n	Y	–
	Any webmail	n	Y	–

*Y:yes,     n:neither,     N:no,    -:None

 

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