Power Platform Community Forum Thread Details

Trigger:
- Schedule the flow to run daily and check for payments due in 7 days.
Actions:
- Send Email: Send an initial reminder email to the client about the upcoming payment due date. Include payment details and consequences of late payment.
- Update Client Communication Log: Log the reminder and any client response.
- Condition: Check if the client requests deferral of payment or any adjustment.
  - If yes, refer to the "Client-Initiated Restructuring Process".

Trigger:
- Schedule the flow to run daily and check for payments due in 3 days.
Actions:
- Send Email and SMS: Send a second reminder email and SMS notification to the client.
- Call Client: Place a call to confirm receipt of the reminder.
- Update Client Communication Log: Log the reminder and any client response.
- Condition: Check if the client requests deferral of payment or any adjustment.
  - If yes, refer to the "Client-Initiated Restructuring Process".

Trigger:
- Schedule the flow to run daily and check for payments due that day.
Actions:
- Send Email and SMS: Send an email and SMS notification reminding the client that the payment is due today, including consequences for missed payment.
- Update Client Communication Log: Log the reminder and any client response.
- Condition: Check if the client requests deferral of payment or any adjustment.
  - If yes, refer to the "Client-Initiated Restructuring Process".