I don't even know if SO is the right place for this question but I thought I'd give it a go as I've found answers on here before.
I'm trying to solve the following issue using widely available SaaS tools if possible as non devs will be using/managing this process.
We are trying to set up an internal scheduled reminder system for our team to make following up with our customers easier, Our work tool set is pretty standard:
Our CRM is Intercom,
Slack is used for internal chat
Notion for task management
Stripe for payments.
We would want it to go a little like this:
1.Customer signs up.
2.Intercom tags new customer.
3.Tag Triggers scheduled reminders (After 1, 3, 5, 7 days etc.) in Slack or Notion (preferably)/ or something else.
I've looked into Triggering reminders in Slack based on new messages in a channel as well as Using Zapier and IFTTT but haven't found a way thus far.
Any advice on tools/services that would help would be appreciated.
This is easily achievable on zapier.
It would look something like this.
trigger (customer signs up), Intercom: New Company
optional: add a filter where it will only continue if the new company has certain
tags
action, "delay by zapier" 1 day
do something, ie. post to slack/send email..
action, "delay by zapier" 2 days
do something, ie. post to slack/send email..
action, "delay by zapier" 2 days
do something, ie. post to slack/send email..
action, "delay by zapier" 2 days
do something, ie. post to slack/send email..
Related
I am quite new on power automate tool (started today) and I have a task that I am trying to accomplish but I can't because I don't have so much experience on that so I will describe below:
1 - I need to send recurring emails every friday 8am with an attachement for some email adressess
ps: this part I have already done as you can see on the link
Click here
2 - After 72 hours(monday 8am) the people that didn't reply would receive another e-mail asking for the answer.
Can you people from the community help em with that ?
Thanks all and have a nice day :grinning_face_with_big_eyes:
To do this automatically would require that the response is stored somewhere that can be accessed by Power Automate, then write another timed flow which filters for the response (or lack of it).
I am working on a website in PHP that needs custom cycle for paypal recurring payment. Ex: a customer wants to receive a product in every 15 days. So paypal should process billing in every 15 days for the customer. Others can ask for the same in 30 days, and so on.
I also need the payment status to be updated. I guess paypal will send some data when a recurring payment is done. Not getting clear instructions on implementing the recurring. What I am getting is to create the recurring payment button from paypal account.
Can anyone help me on this?
Assuming the number of days is chosen at checkout time and never changes for that particular customer's custom billing cycle...
Quick solution:
You can generate a "Subscribe" button via http://www.paypal.com/buttons for a certain number of days, say 15 days. In "Step 2", uncheck the option to save the button at PayPal. Once you have generated the code, click the option to remove the code protection.
This will give you plain HTML, and "15" will be one of the variables there. Possible variables are documented at https://developer.paypal.com/docs/classic/paypal-payments-standard/integration-guide/Appx_websitestandard_htmlvariables/
So, you can change that hidden input to be of type "text" -- or alternatively to still be hidden but set by your javascript or server-side code, and have a dynamic button for X number of days. The image can also be changed to one of your own, of course.
More involved solution: integrate one of PayPal's recurring subscription APIs, which will accomplish much the same thing as that HTML button. This seems to be the newest API: https://developer.paypal.com/docs/subscriptions/
(The API and the HTML button are separate products , and not interchangeable in terms of how you manage existing recurring profiles later on, so if you need a full-fledged API, best integrate it from day 1 rather than using the HTML button)
If the first assumption does not hold, and you need customers to be able to adjust the billing cycle at a later date after checkout, then things get more complicated.
As far as getting payment status updates, you can integrate PayPal's webhook service: https://developer.paypal.com/docs/integration/direct/webhooks/
There is also an older IPN service that is similar in function
I am looking in to creating a notification function in Dynamics 365, and to find the best solution, I have began with searching for the possibilities (Javascript/C#/All others). Example: Sending a user a notification that a new lead is created.
Edit:It should be generic and easy to add a new notification. So maybe it should be a workflow step, or connected to an entity.
Email notification is already integrated in Dynamics 365
Microsoft Graph has a Notification possibility (Only in Beta)
https://developer.microsoft.com/en-us/graph/graph-explorer#
Create a custom entity which. And on dashboard add a Web Resource (Javascript) that looks through the entity to find if there are any Records on the current user. If so make a popup.
Use Chrome extension to notify user.
(Example: https://community.dynamics.com/crm/b/bruce365usingdynamics/archive/2017/11/02/announcing-365-notify)
Is there any other possibility you know of?
Or do you have any experience with any of these. What one should go for or not.
Your best bet is Dashboard with Posts in Timeline/social pane. This just need couple of configurations like Post rule, Timeline embedding in Dashboard & user training.
Activity feeds
Activity Timeline
If not, timely workflow or MS Flow to send a digest notification.
I would say if you wish to go code less solution then use Workflow
and place trigger as you wish. Send an Email to Either team or
particular user from this workflow. Just set regarding in Email as
Account or Contact or any entity from which you have an Trigger. By
this way You can see all these notification in your Social pane
timeline as well.
If you need some custom logic, Use plugin but in turn call a
workflow which will be onDemand workflow and this will only be used
to send Email.
There can be different Ideas as well. But we have this in place on one of our productive system and it fulfilles requirement of Notification very well.
Since you specifically want to interact with users within the CRM system, there are a number of simple approaches:
Task Queue (Passive) -
Create task records within CRM (these can also sync to Outlook if you want to get fancy). Users review a queue containing all of their tasks. You can similarly assign tasks to teams of users. I recommend this approach for CRM oriented users who have a number of different tasks.
View/Report/Dashboard (Passive) -
Create views of records requiring action. Users then review these views on a regular basis. I recommend this approach for non-time sensitive tasks, and tasks executed in bulk across many records.
Email (Active) -
Create a workflow with a Send Email step. This is easy to do but could generate a lot of emails which the users may then ignore. I only recommend this approach for rare notifications, or those requiring urgent action.
Emailed Reports (Active) -
A hybrid of the second and third approaches, there are third party solutions that will email view results to users on a scheduled basis. This would be my recommendation if you want an active approach without spamming users constantly. These are easy to install and configure and entail a small cost.
In addition to the many viable options offered above (a few of which I was unaware), if the user's daily responsibilities include working with Leads, you might want to keep it super simple - create a My New Leads view and instruct them to check it throughout the day. You could even place this view on a dashboard, making your option 3 redundant.
If the user rarely needs to concern themselves with Leads, the need for a notification strengthens. Assuming that the Lead volume will not flood their inbox, in the interest of simplicity you could start with a workflow email notification.
I want to create something in Slack that sends a message (starting by calling someone with '#') to a channel when specific users login. I've checked ifttt and zapier. I also checked the slack api to create something myself, but I couldn't really find anything usefull.
Anyone has any ideas?
Slack does not track user login or logoff in a traditional sense. Instead, users are always always "logged in" and available to receive messages once they have joined a team / channel.
There also is the concept of "presence", which is related, but not the same thing. User presence can change multiple times during a few minutes, e.g. if the user is on a mobile. I am guessing you would not want to send the user your message that often.
Still you can poll the presence information of a user with the API users.getPresence , which could be used to implement a script that polls this information on a regular basis and send your message. You also want to filter out presence changes below a certain duration threshold.
Keep in mind though that the rate limit for API methods is 1 per second. So depending on how many users you have in your workspace there will be a significant delay between the user becoming "present" and your script being able to send the message.
There is a workaround for that to have a google sheet as a database for the users and you can trigger by day once and timestamp it.
So the best trigger is a private message or public and you can use filter when mentioning or signin or signout it depends on the trigger word then you pass the filter since zapier won't count your zaps if you used fiter as a second step.
Perspective: I do not have access to SharePoint Designer, the ivory tower believes its for IT folk only. All the fixes I've read on the site are for people with access to Designer, so I'm reaching out for an alternative solution.
SO, I have a list that kicks off an approval workflow when a new item is added. My issue is that I receive 2 emails: one almost instantly from moss#mycompany.com. The second comes in a minute or two later from Forms
I've been up and down the workflow settings to try to get only a singular note. Is there something in my control that I can change? I fear that two emails will confuse users.
The first email contains the " has started on " verbiage.
The second email contains the "Task assigned by on . It also has two attachments (consistently) that are just regurgitations of the main body email.
Any assistance is surely appreciated!!
The reason why I was getting two emails was because I was setting myself as an approver as well.
The initial email was hey requestor (me) a new workflow was started. The second email was hey approver (me) you have something to approve.
In a regular scenario, I wouldn't be the requestor, so I wouldn't see that email. Since I was testing the solution against myself before rolling it out, I was unknowingly wearing both hats.
Crisis averted!!