Mail Automator

Infraon automatically converts emails into tickets and sends them to end-users using IMAP configuration. It saves tremendous time to send tickets from the mail manually.

How does it work?

IMAP (Internet Message Access Protocol) is a standard email retrieval (incoming) protocol. It saves email messages on a mail server and allows recipients to see and edit them as if they were locally saved on their device(s).

You can configure your email servers on Infraon using the IMAP Configuration module, which allows us to read emails and turn them into incidents.

What you see on the screen

Administrators or privileged users can configure (add), edit, and delete IMAP configurations. Refer to the 'Email Integrations' section for instructions to forward from your existing email accounts.

Instructions to 'Configure IMAP'

  • Navigate to Infraon Configuration → Infraon Automation → Mail Automator.

  • Click the "New Config" button to begin IMAP setup.

Currently, only IMAP configurations are supported. Ensure the email ID allows access from less secure apps if needed.

The configuration page offers two options: Using “Microsoft” OAuth sign-in or manual input under "Other." The setup includes two tabs: Email Config and Domains.

Email Config | Add IMAP

Label
Action / Field
Description / Example

Email Provider

Choose the provider’s option.

Select the type of mail provider:

  • Sign in with Microsoft → Uses OAuth 2.0 authentication for Office365/Outlook.

  • Other → For Gmail, custom IMAP servers, or any non-OAuth provider where credentials must be entered manually.

Module Type*

Choose module

Select the application module where incoming emails should be converted:

  • Ticket → Emails are logged as incidents/tickets.

  • Request → Emails are logged as service requests.

Mail Server*

Enter IMAP mail server URL

This is the incoming mail server (IMAP) used to fetch messages. Example: support.infraon.io.

Authentication Type| IMAP Config

When selecting the Authentication Type, three options are available:

  • Basic Authentication

  • OAuth2 Microsoft

  • Microsoft Exchange Server

Based on your selection, the required fields will appear dynamically.

Basic Authentication

With Basic Authentication, you configure the mailbox using a username (email address) and password. This method is straightforward but less secure compared to OAuth. It’s best suited for mail servers that do not support modern authentication standards.

Optionally, you can enable the Add Username field if the mail server requires a login ID different from the email address.

Basic Authentication | Email Config

Label
Action
Description / Example

Email*

Enter email ID

Add Username

Toggle button

An optional field if the server requires a different login name.Example: infraon_support.

Password*

Enter password

Securely input the account password.

OAuth2 Microsoft

When selecting OAuth2 Microsoft, you configure secure, token-based authentication for Microsoft accounts (Office 365 / Outlook). Instead of storing user passwords, OAuth uses client credentials to request and refresh tokens, making it more secure and compliant with modern standards.

You’ll need to provide values such as Client ID, Client Secret, and Tenant ID, which can be obtained from the Azure Active Directory App Registration.

OAuth2 Microsoft | Email Config

Label
Action
Description / Example

Email*

Enter email ID

Password*

Enter password

If required for specific hybrid setups (optional in pure OAuth).

Client ID*

Enter Client ID

Example: f72d1abc-1234-4f56-b78a-******

Client Secret*

Enter secret key

Example: Generated in Azure AD app registration.

Tenant ID*

Enter Tenant ID

Example: 72f988bf-******-91ab-2d7cd011db47.

Authority*

Enter authority URL

Example: https://login.microsoftonline.com/2d7cd01.

Microsoft Exchange Server

For Microsoft Exchange Server authentication, the configuration is tailored to on-premises Exchange environments or dedicated Exchange setups. This method requires the mailbox email address and password, which are typically validated against Active Directory credentials.

It’s suitable for organizations that manage their own Exchange infrastructure instead of using Office 365.

Microsoft Exchange Server | Email Config

Label
Action
Description / Example

Email*

Enter email ID

Password*

Enter password

Active Directory/Exchange account password.

Server Port Configuration | Email Config

Label
Action
Description / Example

Incoming (IMAP)*

Add the server port

Defines the port used to receive incoming emails via the IMAP protocol.Example: 993 (with SSL/TLS).

Encryption Type*

Select the appropriate option.

Ensures secure communication between the mail server and the application.Options: SSL or TLS.

SMTP Server*

Click to add information.

Specifies the outgoing mail server used to send emails from the application.Example: smtp.gmail.com.

Outgoing (SMTP)*

Add the server port

Defines the port used for outgoing emails via SMTP.Example: 587 (commonly used with TLS).

Encryption Type*

Select the appropriate option

Secures outgoing mail communication with encryption.Options: SSL or TLS.

Click 'Use Default' to automatically populate the recommended port numbers and encryption settings based on your chosen provider.

After entering the details, click Test to verify the connection, authentication, and mailbox accessibility. Any errors will be displayed if the login fails or the server cannot be reached.

Fields marked with an asterisk (*) are mandatory to fill.

Click Next to proceed to the Domains Tab, where you can configure domain-level rules and filter after successful IMAP validation.

Domains Tab | IMAP Configuration

Label
Action / Field
Description / Example

Select Impact Services

Optional drop-down selection

Allows linking email processing to specific IT services for impact correlation.

Example: Select Corporate Network to tag requests impacting that service.

Impact Service

Choose a related impact service.

Pick the exact service affected. Useful for service-specific routing and automation. Example: Database Services, Email System.

Use Email Subject in Service Classification

Enable/Disable toggle.

When enabled, the system scans email subjects to automatically classify the request into a service.

Example: Subject "Payroll Access Issue" → HR Service.

Allow Duplicates

Enable/Disable toggle.

If enabled, duplicate emails create separate requests/tickets. Useful when repeat notifications must be logged independently.

If Email in To Address

Enable/Disable toggle.

Ensures that only emails where the configured mailbox is listed in the To field are processed, thereby reducing noise from CC/BCC emails.

Full Subject Match

Enable/Disable toggle.

Only processes/classifies emails whose subject exactly matches defined keywords. Partial matches will be ignored.

Allow Process Classification

Enable/Disable toggle

Automates the classification of incoming emails into processes/workflows.

Example: Routing HR-related mails to Employee Request Workflow.

Blocked Email

Enter addresses to block

Define blacklisted senders to prevent spam.

Example: [email protected], [email protected].

Department

Select organizational department

Routes the request/ticket created to a specific department.

Example: IT Helpdesk, Finance, HR.

Approve all Domains

Enable list of domains for approval

Only emails from approved domains are processed.

Example: Approve infraon.io → blocks all external/unapproved domains.

After completing the setup, click Submit to finalize and save the IMAP and domain configurations. This activates email-to-request/ticket automation for the selected module.

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