Email Integration & Connectivity

Gmail Integration #

OAuth Connection and Setup #

Corcava provides seamless Gmail integration through Google OAuth authentication:

Gmail Connection Process:

1. OAuth Authorization: Initiate connection through Google OAuth flow 2. Permission Grant: Grant necessary permissions for email access and sending 3. Token Management: Secure storage of access and refresh tokens 4. Account Verification: Verify email account ownership and validity 5. Integration Confirmation: Receive confirmation of successful Gmail connection

OAuth Configuration:

• Access Type: Offline access for continuous email functionality
• Account Selection: Prompt for account selection during authentication
• Consent Flow: Full consent flow ensuring proper permission grants
• State Management: Secure state parameter handling for callback validation

Required Permissions:

• Gmail Compose: Permission to compose and create email messages
• Gmail Send: Permission to send emails through connected Gmail account
• Gmail Read Only: Permission to read incoming emails for synchronization
• Calendar Events: Permission to manage calendar events (for meeting integration)
• Calendar Read Only: Permission to read calendar information

Gmail API Functionality #

Gmail integration leverages Google’s Gmail API for comprehensive email management:

Email Sending Capabilities:

• Message Creation: Create properly formatted Gmail messages with HTML content
• Subject Encoding: UTF-8 base64 encoding for international subject lines
• MIME Formatting: Proper MIME-Version and Content-Type headers for email compatibility
• Message Transmission: Send emails through Gmail API with proper authentication

Message Formatting:

• HTML Content Support: Full HTML email content with rich formatting
• Character Encoding: UTF-8 encoding for international character support
• Email Headers: Proper From, To, Subject, and MIME headers
• Content Transfer Encoding: Quoted-printable encoding for reliable delivery

Token Management:

• Access Token Validation: Automatic validation of access token expiry
• Refresh Token Handling: Automatic token refresh when access tokens expire
• Token Updates: Seamless token updates without user intervention
• Error Handling: Comprehensive error handling for expired or invalid tokens

Gmail Account Management #

Gmail accounts are managed efficiently within team structures:

Account Organization:

• Team-Based Management: Gmail accounts are organized by team for proper access control
• User Association: Each Gmail account is associated with a specific user
• Multiple Account Support: Users can connect multiple Gmail accounts
• Provider Identification: Clear identification of Google as the email provider

Account Storage:

• Secure Token Storage: Access and refresh tokens stored securely
• Email Address Recording: Connected Gmail addresses stored for identification
• Account Status Tracking: Monitor account connection status and validity
• Error State Management: Track and manage token expiration and error states

Microsoft/Outlook Integration #

Microsoft Graph API Connection #

Corcava supports Microsoft 365 and Outlook integration through Microsoft Graph API:

Microsoft Connection Process:

1. OAuth Redirect: Redirect to Microsoft OAuth authorization endpoint 2. Scope Authorization: Request necessary permissions for email and calendar access 3. Account Selection: Prompt for Microsoft account selection 4. Token Exchange: Exchange authorization code for access and refresh tokens 5. Account Creation: Create UserMailbox record with Microsoft credentials

Microsoft OAuth Configuration:

• Provider Selection: Microsoft provider identification and configuration
• Account Prompt: Select account prompt for multi-account scenarios
• Response Type: Authorization code flow for secure token exchange
• Offline Access: Offline access for continuous functionality

Required Microsoft Scopes:

• Offline Access: Permission for offline token refresh capabilities
• User.Read: Permission to read basic user profile information
• Mail.Read: Permission to read emails from connected Microsoft account
• Mail.Send: Permission to send emails through Microsoft Graph API
• Calendars.ReadWrite: Permission to manage calendar events and meetings

Microsoft Account Management #

Microsoft accounts are integrated seamlessly with the platform:

Account Integration:

• Stateless Authentication: Stateless OAuth flow for secure authentication
• User Information Extraction: Extract email and user information from Microsoft response
• Account Storage: Store access tokens, refresh tokens, and email addresses
• Team Association: Associate Microsoft accounts with appropriate teams and users

Microsoft Provider Support:

• Provider Identification: Clear identification of Microsoft as email provider
• Account Display: Proper display names and identification for Microsoft accounts
• Token Management: Secure storage and management of Microsoft authentication tokens
• Error Handling: Comprehensive error logging and handling for Microsoft authentication

Email Account Management #

Managing Multiple Connected Accounts #

Corcava supports multiple email account connections per user and team:

Multi-Account Support:

• Provider Diversity: Support for both Google and Microsoft email providers
• Team Organization: Email accounts organized by team with proper access control
• User Assignment: Each email account associated with specific users
• Account Identification: Clear identification of account providers and email addresses

Account Management Features:

• Account Creation: Easy creation of new email account connections
• Account Updates: Update existing account credentials and tokens
• Account Refresh: Refresh expired tokens for continued functionality
• Account Display: User-friendly display of connected email accounts

Provider Management:

• Google Integration: Full Google/Gmail account management capabilities
• Microsoft Integration: Complete Microsoft/Outlook account management
• Provider Selection: Easy selection between supported email providers
• Unified Interface: Consistent interface regardless of email provider

Email Account Storage and Security #

Email accounts are stored securely with comprehensive security measures:

Secure Storage:

• Token Encryption: Secure storage of access and refresh tokens
• Team Isolation: Email accounts isolated by team for security
• User Association: Accounts properly associated with authorized users
• Provider Tracking: Clear tracking of email provider for each account

Account Validation:

• Token Validation: Regular validation of stored authentication tokens
• Expiry Management: Automatic handling of token expiration
• Error State Tracking: Track and manage account error states
• Connection Status: Monitor connection status for all email accounts

Email Sending #

Sending Through Connected Accounts #

Connected email accounts enable direct email sending through external providers:

Gmail Sending:

• API Integration: Send emails directly through Gmail API
• Authentication: Use stored access tokens for authenticated sending
• Message Formatting: Proper message formatting for Gmail compatibility
• Delivery Confirmation: Receive confirmation of successful email delivery

Sending Process:

• Account Selection: Select from available connected email accounts
• Message Preparation: Prepare messages with proper formatting and headers
• Authentication: Authenticate using stored account credentials
• Delivery Tracking: Track email sending status and results

Email Composition:

• HTML Content: Support for rich HTML email content
• Subject Handling: Proper subject line encoding and formatting
• Recipient Management: Handle single and multiple recipients
• Error Handling: Comprehensive error handling for sending failures

Outgoing Email Management #

Outgoing emails are tracked and managed comprehensively:

Email Status Tracking:

• Status States: Track email status (sent, failed, queued, draft)
• Delivery Confirmation: Record successful email delivery
• Error Logging: Log and track email sending errors
• Status Updates: Real-time status updates for outgoing emails

Outgoing Email Features:

• UserMailbox Association: Link outgoing emails to specific connected accounts
• Recipient Tracking: Track email recipients and delivery addresses
• Subject Recording: Record email subjects for reference and tracking
• Content Management: Manage email content and formatting

Email Synchronization #

Incoming Email Processing #

Corcava automatically processes incoming emails from connected accounts:

Automatic Email Retrieval:

• Scheduled Processing: Regular retrieval of incoming emails from connected accounts
• Contact Matching: Match incoming emails to existing contacts in the system
• Duplicate Prevention: Prevent duplicate email processing and storage
• Message Extraction: Extract email subject, content, and metadata

Email Processing Workflow:

1. Account Scanning: Scan connected Gmail accounts for new messages 2. Contact Identification: Identify emails from known contacts 3. Duplicate Check: Check for existing emails to prevent duplicates 4. Activity Creation: Create contact activity records for new emails 5. Email Storage: Store incoming email details and content

Contact Activity Integration #

Incoming emails are integrated with contact activity tracking:

Activity Recording:

• Contact Association: Associate incoming emails with specific contacts
• Activity Type: Record emails as contact activities with proper typing
• Timeline Integration: Include emails in contact activity timeline
• User Attribution: Associate email activities with appropriate users

Email Activity Features:

• Subject Tracking: Record email subjects for activity reference
• Message Content: Store email message content for review
• Contact Linking: Direct links between emails and contact records
• Activity History: Complete history of email communications per contact

Synchronization Benefits:

• Unified Communication: All email communications centralized in contact records
• Activity Timeline: Chronological timeline of all contact interactions
• Team Visibility: Team-wide visibility into email communications
• Contact Context: Full context of email communications for each contact