Setting up an email notification on new registration with Power Automate

This article describes how to set up an easy task in Power Automate for ActivityInfo status changes.

Use the established Power Automate - ActivityInfo connection to automate specific tasks, such as sending an email notification when a new beneficiary is registered. To do so, let us create a new flow and set a trigger in Power Automate following these steps:

  1. Open Power Automate and log in.
  2. Click “Create” on the left side panel.
  1. Select “Automated cloud flow” under “Start from blank.”
  1. On the pop-up window, click “Skip.”
  1. Click “Add a trigger.”
    A trigger is a change of status that starts the process: a new beneficiary being added to the ActivityInfo Form.
  1. Search for ActivityInfo under “Add a trigger” and select “When a record is added” trigger.
  1. Select the Form Id from the dropdown list.

You may need to add another API token, if you deleted the tokens from your ActivityInfo profile.

  1. Save the trigger and add an action by clicking “+” under the trigger workflow box.
  1. Add the action that you wish to see when the trigger is activated.
    In this example, we want an email notification to be sent to the applicable person, therefore we need to select the email provider to use to send that email notification.
  1. Click “Add new” in the “Change connection” window.
  1. Name the connection and click “Sign in.”
  1. Go through the sign in process of the chosen email service provider.
  2. Fill out the email template details according to your preferences.
  • You can create a static message, or customize the message using dynamic values or expressions.
Adding dynamic expressions to the email template
Adding dynamic expressions to the email template

This dynamic content draws information from the ActivityInfo Form. Make sure to use Field Codes in the Form to make it easy to find the content you are looking for.

Using dynamic expressions made easier with Field Codes
Using dynamic expressions made easier with Field Codes
  1. Add a hyperlink to the email template to link back to the ActivityInfo application, specifically to Printed record version of the new Record.
  1. Go to the Form and select a Record. Click “Print record” on the right side panel.
  1. Copy the URL of the Print record page and navigate back to the Power Automate email template.
URL containing the and components
URL containing the <Form ID> and <record ID> components
  1. Substitute the Record ID part of the URL with a dynamic expression.
  1. Click “Save” to save and activate the new flow.
  1. Test the flow.

Success, you’ve set up an automated process!

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