Power Platform Community Forum Thread Details

My team sends invoices to clients from a shared Outlook mailbox with multiple attachments. Is there a way to send a follow up email to the client if we haven't heard a response in several days? We would prefer using a "Send email with options" action, and for security reasons, we can't use the "send Approval" action with external users.

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Building flows

hmm. you could probably build something to look at "Sent" messages, pull out the To email and store it in a list. then track incoming mails and mark a column for received email.

Then you could probably use that list as one to send follow ups.

however, id say the real use of invoices is to have delinquent notifications. so if you send an email and there is no response to follow up in 15 days. these usually reside on the ERP system. of course depends if its small business or not. but i question if a flow is the proper way to do it.

If you have a flow that sends the email then it could also document the record immediately vs query all sent emails and create records of it.

Many possibilities just have to dig into the process more than a solution if you ask me.

Dex