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Hello experts,
I want to set reminder to send and email notification 1 day before the appointment scheduled. Appointment here for me refers to any activity created in Opportunity. I created the flow over activity entity but not sure for the reason why it is not triggering.
On learning more, i found we cannot fire workflow over activity.But my requirement is to fire notification for any activity(appointment,phone call,etc.). Can anyone suggest some workaround?
Thanks and regards,
Drashti
Sure, no problem Drashti.
If you don't want to create multiple flows and don't want to schedule your flow, I don't see other workarounds. You could use legacy workflows instead, but Power Automate is a modern and future-proof way to achieve this.
Not sure I've fully understood your business requirement though. Why are you using the lead creation date?
Hi Henry,
Thanks for the reply, but creating flows for each activity type would not actually be feasible solution. And for point 2 initial creation date here in my case is record created on date of lead. So i dont think that would affect the flow.
Hello Drashti,
Indeed, Flows don't seem to trigger on the "activity" entity (which is a bit special).
I don't know if it's the expected behavior, so I would open a support request here: admin.powerplatform.microsoft.com/support
In the meantime, you have several ways to work around this:
1. Create different Flows for the different activity type triggers. To ease your Flow development and administration, you can use the "Run a Child Flow" action to execute your business logic if it is common for all activity types.
There is a great blog about this feature here: https://flow.microsoft.com/en-us/blog/october-updates-for-microsoft-flow/
2. I don't have the details of your Flow, but triggering it after the creation of the activity might result is some wrong email notifications, for example if the start date of the activity is changed after the initial creation.
Have you considered running a scheduled Flow every day instead, and send to each relevant user an email recap of the scheduled activities they have the following day?
This forum is not the best place to discuss Power Automate flows, so I suggest you also reach out to their dedicated community forum, here: https://powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity
Henry
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