cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
BenNL
New Member

Is it possible to send an email trigged by a specific value in an Excel table row?

I'm brand new to Power Automate and have no idea what I'm doing, but it looks like it could have some useful applications for our business.

 

I manage a database of leads. When a new lead comes in via email/phone I record the info (name, email, nature or enquiry etc) on the spreadsheet (file is accessed on desktop, synced to Sharepoint) and assign it to a salesperson by writing their name in the final column of the table. I'm wondering whether this data input could be used as a trigger to send an email to that person to notify them that they've been assigned the lead?

 

For example, I assign a lead to John, let's say, and as soon as I press enter I want that row of the table to be emailed to John.

 

Is this possible? And is it straightforward enough, given my complete lack of experience with PA? TIA.

1 ACCEPTED SOLUTION

Accepted Solutions
v-bofeng-msft
Community Support
Community Support

Hi @BenNL :

Firstly, I am afraid that it is impossible to trigger flow by changing a certain value in excel.

The key is that excel has only one trigger named "For a selected row". Only when the user selects a row and chooses to run to change flow, can the flow be triggered.

v-bofeng-msft_0-1607394093458.jpeg

 

Secondly, could you tell me what "synced to SharePoint" means? Is this excel file stored in an SP library?

If so, you also need to select the specified record and click to run flow. Only then can flow be triggered. Ive made a test for your reference:

v-bofeng-msft_1-1607394093462.jpeg

 

v-bofeng-msft_2-1607394093466.jpeg

 

v-bofeng-msft_3-1607394093469.jpeg

 

v-bofeng-msft_4-1607394093473.png

 

v-bofeng-msft_5-1607394093477.png

 

I think these links will help you a lot:

https://docs.microsoft.com/en-us/connectors/excelonlinebusiness/#triggers

https://docs.microsoft.com/en-us/business-applications-release-notes/april18/microsoft-flow/build-ru...

https://flow.microsoft.com/en-us/blog/introducing-microsoft-flow-integration-in-excel/

https://flow.microsoft.com/en-us/blog/excel-bpf-todo-and-more/#:~:text=Build%20and%20run%20flows%20i....

Best Regards,

Bof

View solution in original post

2 REPLIES 2
v-bofeng-msft
Community Support
Community Support

Hi @BenNL :

Firstly, I am afraid that it is impossible to trigger flow by changing a certain value in excel.

The key is that excel has only one trigger named "For a selected row". Only when the user selects a row and chooses to run to change flow, can the flow be triggered.

v-bofeng-msft_0-1607394093458.jpeg

 

Secondly, could you tell me what "synced to SharePoint" means? Is this excel file stored in an SP library?

If so, you also need to select the specified record and click to run flow. Only then can flow be triggered. Ive made a test for your reference:

v-bofeng-msft_1-1607394093462.jpeg

 

v-bofeng-msft_2-1607394093466.jpeg

 

v-bofeng-msft_3-1607394093469.jpeg

 

v-bofeng-msft_4-1607394093473.png

 

v-bofeng-msft_5-1607394093477.png

 

I think these links will help you a lot:

https://docs.microsoft.com/en-us/connectors/excelonlinebusiness/#triggers

https://docs.microsoft.com/en-us/business-applications-release-notes/april18/microsoft-flow/build-ru...

https://flow.microsoft.com/en-us/blog/introducing-microsoft-flow-integration-in-excel/

https://flow.microsoft.com/en-us/blog/excel-bpf-todo-and-more/#:~:text=Build%20and%20run%20flows%20i....

Best Regards,

Bof

View solution in original post

Thanks for your in-depth reply.

 

Yes, you're correct that it's saved to a SP library - I should have been a bit clearer with my wording.

 

I ended up using the above solution after discovering the desktop add-in yesterday. It works, however, it only lets me run the flow for one row at a time - annoying but not the end of the world.

 

Thanks again for your help and for the useful links.

Helpful resources

Announcements
MPA_User Group Leader_768x460.jpg

Manage your user group events

Check out the News & Announcements to learn more.

V3_PVA CAmpaign Carousel.png

Community Challenge - Giveaways!

Participate in the Power Virtual Agents Community Challenge

Carousel 2021 Release Wave 2 Plan 768x460.jpg

2021 Release Wave 2 Plan

Power Platform release plan for the 2021 release wave 2 describes all new features releasing from October 2021 through March 2022.

R2 (Green) 768 x 460px.png

Microsoft Dynamics 365 & Power Platform User Professionals

DynamicsCon is a FREE, 4 half-day virtual learning experience for 11,000+ Microsoft Business Application users and professionals.

Users online (1,653)