Generate an email when a Lead field is yes

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Posted on by HarHar

112

I would like to send an email when the "Identify Decision Maker is completed" in Lead form.

Many Thanks

Cheers

HarHar

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Answers (2)

Pamela Estrada 5 on at

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RE: Generate an email when a Lead field is yes

hi Harhar,

Thank you for sharing this information it is helpful for me on my this https://vnmodapkeditor.com/ project
HarHar 112 on at

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RE: Generate an email when a Lead field is yes

Hi Sayen,

Bingo, it works.

Really appreciate your great help.

Cheers

HarHar
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Sayen Zhang on at

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RE: Generate an email when a Lead field is yes

Hi HarHar,

No problem~ If you have questions, you can reply to let us know!

Best Regards,

Sayen Zhang
HarHar 112 on at

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RE: Generate an email when a Lead field is yes

Hi Sayen Zhang,

Good morning.

Thanks very much for quick response and appreciate the suggestion.

I will have a try, keep you posted.

Cheers

HarHar
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Sayen Zhang on at

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RE: Generate an email when a Lead field is yes

Hi HarHar,

Here are the steps to send an email when the "Identify Decision Maker" is completed:

1. Go to Power Apps home page: https://make.preview.powerapps.com/

2. Select Lead in Tables

3. Click Forms, select lead main form

4. Add Decision Marker? in the main form.

5. Save and publish.

6. When the "Identify Decision Maker" is completed, the value of Decision Maker will change to completed.

7. Select Advanced settings under gear of Power Apps home page.

8. Expand Settings, select Processes under Process Center

9. Select New and fill out the Process.

10. Convert to a real-time workflow.

11. Select "Scope", click Start when Record fields change.

12. Add steps like:

You can click "Set Properties" to set email.

13. Save and activate.

If you have any questions, you can also reply to let us know. Thank you!

Best Regards,

Sayen Zhang

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