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Power Platform Community / Forums / Power Automate / Using Power Automate t...
Power Automate
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Using Power Automate to send SMS messages when a specific date occurs.

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Hi, 

A client of mine is wondering if it possible to send SMS messages automatically to customers when they are due for a check up based off the last date they got a check up (2 years after that date). 

I automatically thought of Power Automate but do not have a huge amount of experience with it yet. Does this sound like possible to do in Power Automate? I have been searching online & youtube but can't see any similar cases.

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  • yashag2255 Profile Picture
    24,769 Super User 2024 Season 1 on at

    Hi @Shaunbuckleyy1 

     

    You can send an SMS from power automate using a third party connector. You can follow this blog as it has the connectors and services and how you can use them for sending an SMS from Power Automate https://sharepains.com/2018/12/07/send-an-sms-flow-power-automate/

     

    Hope this Helps!

     

    If this reply has answered your question or solved your issue, please mark this question as answered. Answered questions helps users in the future who may have the same issue or question quickly find a resolution via search. If you liked my response, please consider giving it a thumbs up. THANKS!

  • Community Power Platform Member Profile Picture
    on at

    Hi @yashag2255 , thanks for coming back. 

    I am aware it is possible to send SMS text messages using API's but what I can't seem to figure out is if it is possible to send the text messages using a date rule. For example, if customer A last got their check up 729 days ago, I want Power Automate to send an SMS on the next day (2 years since the last check up) to remind the customer their checkup is now due.

  • yashag2255 Profile Picture
    24,769 Super User 2024 Season 1 on at

    Hi @Shaunbuckleyy1 

     

    In that case, you need to maintain the data in either a sharepoint list or a dataverse table with the patient name, phone number and the last checkup date. 

     

    You can setup a flow that runs on a recurrence and gets the data from the datasource with a filter query that would fetch all records where last checkup is greater than 729 days and send an SMS to them. 

     

    Hope this Helps!

     

    If this reply has answered your question or solved your issue, please mark this question as answered. Answered questions helps users in the future who may have the same issue or question quickly find a resolution via search. If you liked my response, please consider giving it a thumbs up. THANKS!

  • Community Power Platform Member Profile Picture
    on at

    Could I use just an excel sheet instead of SharePoint/Dataverse? 

    And how do I perform the filter query element? Would I do this in the flow creation as a 'rule'?

  • annetoal Profile Picture
    1,934 Moderator on at

    If the SMS address has an email gateway, you can use an email connector and send the message to the email address. For example, SMS to a Tmobile phone is ##########@tmomail.net

     

    Anne

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