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Workflow trigger automated email

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Posted on by juliasmartvatten

Hi!

I would like to create a workflow so I can send automated emails to our customers for specific milestones in their customer journey. For example:

The customer is using our product for one year - they'll get a relevant automated email from us. This is triggered by the date of the signed contract.

Is this possible? If so, how do I implement this?

Thanks in advance :)

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Qingqing Xin on at

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RE: Workflow trigger automated email

Hi juliasmartvatten,

I recommend you use Power Automate to do it.

1.Create a Date and Time field.

2.Create a scheduled cloud flow, the whole process is shown in the figure:

The date of signing the contract plus the date obtained by one year is compared to the present date, and if it is equal to the current date, the mail is sent.

addDays(items('Apply_to_each')?['new_signthecontractdatenew'],365)

formatDateTime(variables('Time'),'yyyy-MM-dd')

formatDateTime(utcNow(),'yyyy-MM-dd')

The entire process is tested as follows:

The reason for not using workflow is that the Record fields change in workflow's trigger conditions cannot select the calculate field.

Regards,

Qingqing Xin

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Bipin D365 28,961 Moderator on at

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RE: Workflow trigger automated email

Hi,

You can use power automate to send email based on the contract sighed date field

You need to use schedule flow to run every day and check the date field to send an email.

docs.microsoft.com/.../run-scheduled-tasks