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Outlook Integration

Carlo Arazas avatar
Written by Carlo Arazas
Updated over 2 weeks ago

Send Workia emails from your Outlook account! 📨

💡Note: Workia leverages standard Microsoft 365 APIs to integrate with Outlook and send email using the logged in user's outlook account, given they have provided access to do so. (See https://learn.microsoft.com/en-us/graph/outlook-mail-concept-overview)

Getting Started

Connect Outlook to your Workia account by clicking on your profile icon on the upper right part of the screen. Next, select My Profile > Settings and scroll down and click on Connect to Outlook.

Type in your credentials, allow permissions, and you're good to go!

Sending an email in a case will let you choose which email you want to use!\

💡Note: If you are connecting your Outlook account from a case screen, please refresh the page so the changes apply!

To disconnect your Workia account from your Outlook account, go to My Profile > Settings and scroll down and click on Disconnect from Outlook.

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