Exchange

Exchange is a Microsoft email and calendaring service for businesses, offering secure messaging, scheduling, and collaboration.

Frends offers seamless integration with Exchange via the Microsoft Graph API, enabling you to effortlessly automate interactions between your systems and Exchange. It automatically authenticates and establishes connections by Microsft Graph API using the configuration provided in the Connection Tab.

By leveraging Frends' task-based approach, you can configure and customize Exchange integrations according to your specific use cases. Frends has Exchange tasks for both sending and reading emails.

Getting Microsoft credentials

To get data needed for connection you need to register an application in Azure Active Directory and grant it the necessary permissions. Once you have registered the application, you can obtain the required credentials, which will be used to configure the connection in Frends. To do that you should do following steps:

1. Sign in to the Microsoft Entra admin center or Azure Portal.
2. Go to Identity > Applications > App registrations.
3. Select your application from the list (or create a New registration).
4. On the Overview page, copy the following values:

   • Application (client) ID $\rightarrow$ ClientId
   • Directory (tenant) ID $\rightarrow$ TenantId
5. The Client Secret acts as the "password" for the application. It is used to prove the application's identity when requesting a token.

Here you can find some useful Microsoft guides:

• How to find your Tenant ID
• Register an application with the Microsoft identity platform
• Create a new client secret

Use cases

Below you will find examples of typical use cases for Exchange and how they could be implemented in Frends.

Sending an email

By using the Conditional trigger in conjunction with the SendEmail task, we can create an integration that sends an email to a specified recipient group when a condition is met. Conditional triggers run a subprocess at specified intervals, and if the subprocess returns a non-empty value, the main process is run. The subprocess could, for example, check users' last login time from a database, and return the emails of the users that have not logged in in the last month. The main process would then send them an email.

Sending an email

Reading emails

By using the Schedule trigger in combination with the ReadEmail task, you can automate the processing of incoming messages. This setup allows Frends to poll a specific mailbox at defined intervals. For instance, the integration can scan an inbox for emails containing "Invoice" in the subject line, download any attachments to a local file system. You can mark to delete the processed email to ensure it is not handled twice.

Reading emails