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Celonis Product Documentation

Gmail (Action Flows)
Getting Started With Gmail
Prerequisites
  • A Google account

In order to use Gmail with Celonis EMS, it is necessary to have a Google account. If you do not have one, you can create a Google account at accounts.google.com.

Triggers
Watch Emails

Connection

Establish a connection to your Google account.

Folder

Select the email folder you want to watch.

Filter type

Select the Simple filter option to filter emails by selected Criteria, or select the Gmail filter option to filter emails by entered Query.

Query

Use Gmail search syntax. E.g., to search for messages in the Social category that include an attachment, use category:social has:attachment. For more information, visit the Search operators you can use with Gmail page.

Mark email message(s) as read when fetched

Select whether or not you want to mark retrieved emails as read.

Maximum number of results

Set the maximum number of results that Celonis will work

with during one cycle.

Actions
Send an Email

Connection

Establish a connection to your Google account.

To

Enter the email address of the recipient(s) using the Add recipient button.

Subject

Enter the email subject.

Content

Enter the email content (message body). HTML tags are allowed.

Attachments

Add an attachment using the Add an attachment button. You can map a file from the previous modules. Set Content-ID (e.g., ii_jrc3r9mw1) if you want to attach inline images (embedded into content). You can put anything here, for example, "ii_jrc3r9mw1." This allows you to create an ID for the attachment, which you can then use in HTML.

Copy recipients

Add the copy recipient(s). (CC:)

Blind copy recipients

Add the blind copy recipient(s). (BCC:)

Create a Draft

Connection

Establish a connection to your Google account.

Folder

Select the Gmail folder you want to create a draft in.

To

Enter the email address of the recipient(s) using the Add recipient button.

Subject

Enter the email subject.

Content

Enter the email content (message body). HTML tags are allowed.

Attachments

Add an attachment using the Add an attachment button. You can map a file from the previous modules.

Copy recipients

Add the copy recipient(s). (CC:)

Blind copy recipients

Add the blind copy recipient(s). (BCC:)

Mark an Email as Read

Connection

Establish a connection to your Google account.

Folder

Select the Gmail folder that contains the email.

Email ID (UID)

Enter or map the Email ID.

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Mark an Email as Unread

Connection

Establish a connection to your Google account.

Folder

Select the Gmail folder that contains the email.

Email ID (UID)

Enter or map the Email ID of the email you want to mark as unread.

Move an Email

Connection

Establish a connection to your Google account.

Folder

Select the Gmail source folder that contains the email you want to move.

Destination folder

Select the Gmail target folder you want to move the email to.

Email ID (UID)

Enter or map the Email ID of the email you want to move.

Copy an Email

Connection

Establish a connection to your Google account.

Folder

Select the Gmail source folder that contains the email you want to copy.

Destination folder

Select the Gmail target folder you want to copy the email to.

Email ID (UID)

Enter or map the Email ID of the email you want to move.

Delete an Email

Connection

Establish a connection to your Google account.

Gmail Message ID

Enter or map the Email ID of the email you want to delete.

Permanently

Permanently removes the message instead of moving it to the trash folder.

Modify Email Labels

Connection

Establish a connection to your Google account.

Gmail Message ID

Enter or map the Email ID of the email you want to delete.

Labels to add

Select the label you want to add to the selected email message.

Labels to remove

Select the label you want to remove from the selected email message.

Label to add and Label to remove fields load only user-created labels.

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Iterators
Iterate Attachments

Source module

Select the module you want to iterate attachments from. You can further process attachments using Dropbox>Upload a file, for example.

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Tips & Tricks

To insert your default signature and company logo into Gmail's Send an email module:

1. First, you will need to use the Watch emails module to retrieve an email that contains your signature and logo. Then, copy the HTML content from the output bundle as shown below:

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2. Then, in the body field of the Send an email module, copy and paste the HTML content, or edit until you are left with a similar HTML code

3. After you have adjusted the code, proceed to map the text content in the body field from the relevant elements in the appropriate HTML field.

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Troubleshooting
Failed to verify connection 'My Google Restricted connection'. Status Code Error: 400

Your connection has expired and is no longer valid. You need to reauthorize the connection.

This error affects non-Google Workspace accounts.

Solution

Reauthorize your Google connection.

1. Log in to Celonis.

2. Navigate to Connections.

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3. Find your Google connection and click Reauthorize button.

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To prevent the expiration of your Google connection, we suggest you to reauthorize the connection every week.