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Celonis Product Documentation

Microsoft 365 Email (Action Flow)


Any references to third-party products or services do not constitute Celonis Product Documentation nor do they create any contractual obligations. This material is for informational purposes only and is subject to change without notice.

Celonis does not warrant the availability, accuracy, reliability, completeness, or usefulness of any information regarding the subject of third-party services or systems.

With Microsoft 365 Email modules in Celonis platform, you can watch for, search for, retrieve, create and send, update, forward, reply, move and delete messages, create and send draft messages, and retrieve, add, and download attachments.

To use the Microsoft 365 Email modules, you must have a Microsoft Office account. You can create an account at

Refer to the Microsoft 365 Email API documentation for a list of available endpoints.

See the changelog for the Microsoft 365 Email App

Connect Microsoft 365 Email to Celonis platform

To establish the connection using your Microsoft account:

  1. Log in to your Celonis platform account, add a Microsoft 365 Email module to your Action Flow, and click Create a connection.

  2. Optional: In the Connection name field, enter a name for the connection.

  3. Optional: Click Show advanced settings and enter your custom app client credentials.

    For more information, see the Connect Microsoft 365 Email With Custom App and Client Credentials section.

  4. Click Save.

  5. If prompted, authenticate your account and confirm access.

You have successfully established the connection. You can now edit your Action Flow and add more Microsoft 365 Email modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Connect Microsoft 365 Email With Custom App and Client Credentials

Before you begin:

  • Make sure you have Client ID and Client Secret ready.

    If you haven't created your credentials yet, you need to create a custom app in your Azure account to generate the Client ID and Client Secret. See Generating credentials in Azure.

  • Make sure the Microsoft 365 Email application has the following permissions assigned in the Azure portal:

Build Microsoft 365 Email Action Flows

After connecting the app, you can perform the following actions:

  • Watch Messages

    Required Permissions: Mail.Read

  • Search Messages

    Required Permissions: Mail.Read

    Keyword Query Language

    Use Keyword Query Language (KQL) search syntax to build your search queries in Microsoft modules. For more information, see Microsoft Graph help.

  • Get a Message

    Required Permissions: Mail.Read

  • Create and Send a Message

    Required Permissions: Mail.Send, Mail.ReadWrite

  • Forward a Message

    Required Permissions: Mail.Send

  • Reply to a Message

    Required Permissions: Mail.Send, Mail.ReadWrite

  • Move a Message

    Required Permissions: Mail.ReadWrite

  • Delete a Message

    Required Permissions: Mail.ReadWrite

Draft Message
  • Create a Draft Message

    Required Permissions: Mail.ReadWrite

  • Send a Draft Message

    Required Permissions: Mail.ReadWrite, Mail.Send

  • Update a Message

    Required Permissions: Mail.ReadWrite

  • List Attachments

    Required Permissions: Mail.Read

  • Add an Attachment

    Required Permissions: Mail.ReadWrite

  • Download an Attachment

    Required Permissions: Mail.Read

  • Make an API Call

    Required Permissions: Mail.ReadWrite

Change log between Microsoft 365 Email [v2] and Microsoft 365 Email [v1]
  • New modules - Search Messages, Get a Message, Update a Message, List Attachments, Download an Attachment, and Make an API Call