Customer experience | Sales, Customer Insights,...

Send email when new activities created.

(0) Share

Report

Posted on by Jackie Dang

Hi,

I have question, I want to create a new flow which when I'm create a new appointment from contact/account in sales hub, it triggered and send email to the person who received that appointment (usually not the owner. Is that possible?

I have the same question (0)

All responses (3)

Answers (0)

Suggested answer

Steve Zhao2 on at

Like (0)

Report

Hi Jackie,

Yes, it is possible. When you create the appointment here, the appointment would automatically be regarding to this account or contact. So, you could create a workflow to check if this appointment is regarding to account/contact.

Below is my created workflow, you could have a try:

The condition in the 'Check Condition':

The properties in the 'Send email':

Was this reply helpful? Yes No
Suggested answer

Shawnsauve 1,093 on at

Like (0)

Report

To get started, you will need to create a new flow in Power Automate. You can start by selecting the "Common Data Service" as your trigger, and then selecting the "When a record is created" option. From there, you can choose the "Appointment" entity and specify the conditions that will trigger the flow.

Once the flow is triggered, you can use the "Send an email (V2)" action to send an email to the person who received the appointment. You can use dynamic content to pull in the recipient's email address and other relevant information, such as the date and time of the appointment.

Was this reply helpful? Yes No
Suggested answer

CRMJetty 3,512 on at

Like (0)

Report

Hello Jackie,

Hi ,
= > Yes, We can send email to the regarding of that activity when any activity created.
= > To achieve this we can create a work flow which will be called on creation of activity.
= >Here is a blog which shows how to configure workflow.

Was this reply helpful? Yes No