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I want to build a flow to trigger an email when a date in one of the fields is nearing. I have a field named Payment due date. is it possible to trigger an email 2 days prior to the Payment due date. So that I don't miss the payment due date and payment is not delayed. Any kind of assistance is appreciated. Thank you very much in advance!

1 Answer 1

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Try using a schedule workflow. Which will run,

  • every hour
  • every day
  • every month

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Then apply a condition where you can mention if payment due date is today, tomorrow or day after tomorrow.

When condition match you can send a notification or an email to your self.

Brief Description

Let's assume you have a requirement where you need a notification for payment dues before 2 days.

  1. Create a schedule workflow(Scheduled—from blank)
  2. Get SharePoint items
  3. For each loop(Apply to each)
  4. apply condition(if else),
 formatDateTime(item()['PaymentDueDate'],'yyyy-MM-dd')

 is equal to

 addDays(utcNow(),2,'yyyy-MM-dd')

For more information, reminder before the due date

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  • Thank you for the suggestion, Utkarsh. :) I have a query what should I use first while giving path to the sharepoint list and selecting the list. I am confused because if I use when an item is created or modified. it will trigger only when an item is modified .
    – HRY
    May 19, 2020 at 12:39
  • In Power Automate(Microsoft Flow) you have an option to schedule workflow. No need of trigger like item is created or item is modified. Please check updated answer. May 19, 2020 at 16:20
  • Thank you, Utkarsh. It worked! :)
    – HRY
    May 20, 2020 at 6:46

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