Microsoft Outlook is an online personal information manager. Pipelines currently integrates with the Email and Calendar features only.
Please note that terms used in the Microsoft Outlook channel categories are Microsoft Outlook specific terminology.
How to connect
- On the My pipelines page, click Create a pipeline. Enter name, description, and tag fields and click the Create Pipelines button. The pipelines wizard displays:
- From the wizard you choose the connections for the first steps of your pipeline. When you choose a type, you'll add the channels and steps for your first steps. You can always add more steps later. A Triggered pipeline is started by a specific event in real-time. A Scheduled pipeline will start according to a schedule. A Manual pipeline only starts manually. Once you've completed the wizard, you'll be prompted for connection detail, if necessary. If you are an experienced builder, click the Start from scratch button and then from the right side of the page, choose the All to list all available channels.
- Expand Microsoft Outlook in the list of channels and click Connect to Microsoft Outlook.
- In the pop-up window review the permissions that Pipelines will be requesting. Click Connect to Microsoft Outlook when you are done.
- Microsoft may require you to sign in at this point. Enter your credentials to continue.
- Microsoft will show the permissions being requested. Expand each for more information. Click Accept when done.
How to reconnect the Microsoft Outlook channel
You may need to reconnect your account to a channel. Reasons may be (but not limited to):
If you need to connect a different account.
Authorization updates, such as a changed password.
Editing the access rights that Pipelines has to the channel.
- Select a pipeline that already has Microsoft Outlook in it.
- Open a step containing Microsoft Outlook.
- Under account, select Connect (or reconnect) and follow the process above, How to connect.
Note: You can switch the account used in your pipeline by reconnecting. You don't have to create a new pipeline. Sometimes, if you are already logged into your MS account even when clicking reconnect, you may find that you can't the enter the credentials for another account. Instead, MS will connect you the account where you are already logged in. In this case, try using a browser incognito or private window to reconnect.
The steps you can use with Microsoft Outlook fall into two categories: Calendar Events and Emails.
|Query||Search Attachments||Search for an attachment based on an account and mail id. If you are querying attachments of an email that is in a shared mailbox instead of your own, specify that shared mailbox in addition to the email id.|
|Trigger||Calendar Event Created||Triggers when a calendar event is created in an account.|
|Trigger||Calendar Event Updated||Triggers when a calendar event is updated in an account.|
|Trigger||Calendar Event Deleted||Triggers the pipeline when a calendar event is deleted in an account.|
|Action||Create a Calendar Event||Creates a new event in the account calendar.|
|Action||Update a Calendar Event||Updates an existing event in the account calendar.|
|Action||Delete a Calendar Event||Deletes an existing event in a calendar.|
|Action||Fetch Link||Fetches a link to an existing event in a calendar.|
|Query||Search Calendar Events||Searches calendar events and returns a list based on search criteria.|
|Action||Look Up a Calendar Event||Looks for a calendar event in an account.|
|Trigger||New Email||Triggers when a new email is received and can be customized to only watch a particular folder instead of the Inbox.|
|Action||Send an Email||Sends an email from a specific account.|
Send an Email with Attachments
Sends an email from a specific account with one or multiple attachments.
|Query||Search Emails||Searches emails in an account and returns a list.|
|Action||Look Up an Email||Looks for an email based on search criteria.|
|Action||Reply to an Email||
Replies to an existing email with or without attachments.
These are known limits with the Outlook channel:
- Attachments on Send an Email with Attachments/ Reply to an Email have size limit of 150 MB.
- Every single file have size limit of 100 MB
We need an application that keeps track of customer issue requests. Here are our requirements.
Support staff can do the work to update the ticket and craft replies to end users directly in a Quickbase app without needing to jump into the group mailbox
End users can receive updates and reply via emails from the group mailbox without needing to go into the ticketing system
All correspondence between the support team and the end users is tracked in a single email correspondence and the messages in this conversation are logged against the ticket in the QB app.
First of all we need to create a new app(
Customer Requests) in Quickbase. Then, we need a table
Requests where we will save the information about each request. We can use the following fields:
Request Target Id,
Work Order ID,
Last Modified By,
Mail Thread ID
Mail Thread ID - the id of the request mail.
Work Order ID - the id of the request.
The first step of the pipeline should be
New Email in Microsoft Outlook.
Subjectdoes not start with “RE:” because otherwise we will fall into a loop of sending replies, creating records for them and sending another replies. In the second step we create a record in the