Table of Contents

Integrating with an email provider


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Create an email integration to manage incoming and outgoing email directly in your Pega Platform application. An email integration consists of an email account, email listener, email service rule, and service activity.

Incoming email

Email accounts, email listeners, email service rules, and service activities all play a role in processing incoming email.

Email accounts hold the connection details for email server integrations in Pega Platform, such as the email protocol, IP address, and mail server port number.

The receiver information in an email account record tells an email listener from which inbox to pull email messages into Pega Platform. Once the message is in Pega Platform, an email service rule translates the message to the clipboard. The system then processes the message and determines which service activity to use, for example, to create a case from an email message.

Outgoing email

Email accounts hold the server and connection information to send email from Pega Platform. Email listeners and email service rules use the sender information in an email account record to send autoreply messages. For example, a service rule can acknowledge receipt of a user's email.

  • Exploring email configurations

    Learn about the components of email integrations and their role in processing incoming and outgoing email.

  • Creating an email integration

    To manage incoming and outgoing email in your application, create an email integration.

  • Using email integrations

    Learn the ways in which you can use your email integration to efficiently manage your email.

  • Managing email integrations

    The following topics provide information on managing your email integration, including troubleshooting your email configurations, filtering autoreply messages, and optimizing the performance of your email listeners.

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