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KimberlyM
Level: Powered On

Best practice opinion on how to proceed with creating a reminder email

I am looking for opinions on what others might think is the best way to go about the next piece to my app.

 

I currently have a leads management app that when a new lead is entered it patched the information supplied to my sharepoint list and emails the assigned user(s) a message to say hey, you have a new lead, check it out! Now I want to go about reminding the users assigned that they have leads becoming stale.

For example, if the modified date is today +3 and the status is in progess email the user(s) this message that I have defined or if the modifired date is today +3 and the status is not started email the user(s) this message that I have defined. I also would like to create messages for leads that are +7 days old. 

I am tossing around creating a button that an admin user could press 1 - 2 times a week to send an email based on the criteria above or figure out how to do a flow schedule. We are Office365 subscribers in my office so I have been told that new rules coming out won't affect our subscription for costs to use PowerApps and Flow as long as I watch my connectors. So far I have developed everything within PowerApps so I don't think I have to worry but that is why I am looking for Best Practice opinions on how others would approach my next app development goal. I am learning as I go. Thank you for your time!

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Dual Super User
Dual Super User

Re: Best practice opinion on how to proceed with creating a reminder email

Hi @KimberlyM 

 

Create a flow to run on a schedule basis 

Within Flow, query data source based on your filter criteria and accordingly send emails

 

Regards,

Reza Dorrani

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

View solution in original post

1 REPLY 1
Dual Super User
Dual Super User

Re: Best practice opinion on how to proceed with creating a reminder email

Hi @KimberlyM 

 

Create a flow to run on a schedule basis 

Within Flow, query data source based on your filter criteria and accordingly send emails

 

Regards,

Reza Dorrani

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

View solution in original post

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