Automation via Webhook Setup Guide: Send Client Emails with Microsoft Outlook and Microsoft Power Automate

Option 1: Import the workflow

We created a pre-built version of the flow for you that does the following:

• Receives the event from our software.
• Saves a copy of the report to OneDrive (OneDrive/Documents/Fi360_Reports/*clientname_clientaccount_monitoringperiod*_Report.pdf)
• Sends an email to the client that looks like the following:

You must first import the flow into Power Automate: https://powerautomate.microsoft.com/en-us/blog/import-export-bap-packages/ 

To begin use after import:

1. Click "Edit" to edit the flow's actions.
2. Copy the "HTTP URL" from the "manual" flow step to the "URL" field while setting up the webhook in the software's settings menu.
   1. 
   2. 
3. Choose a Toolkit event that generates a report (for example, ClientReadyGenerated) and save.
   1. 
4. Edit the flow as needed:
   1. One Drive Customization
   2. Email Customization
5. Turn on the flow in Power Automate.
6. Test the flow with a client in your book of business.

Zip file available for download at the bottom of this article

Option 2: Build the workflow

Sign in to Power Automate which is often included with your Microsoft suite of products: https://www.microsoft.com/en-us/power-platform/products/power-automate

Create>Instant Cloud Flow>flow name>Select "When an HTTP request is received"

Click the box that says manual and Copy and paste the following into the "Request Body JSON Schema" box

---

{
"type": "object",
"properties": {
"EventId": {
"type": "string"
},
"EventDate": {
"type": "string"
},
"EventType": {
"type": "string"
},
"CurrentDate": {
"type": "string"
},
"Data": {
"type": "object",
"properties": {
"Timestamp": {
"type": "string"
},
"Source": {
"type": "string"
},
"UserId": {
"type": "string"
},
"UserFirstLastName": {
"type": "string"
},
"WorkspaceId": {
"type": "integer"
},
"WorkspaceName": {
"type": "string"
},
"ClientBookId": {
"type": "integer"
},
"ClientBookName": {
"type": "string"
},
"ClientId": {
"type": "integer"
},
"ExternalClientId": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
]
},
"ClientName": {
"type": "string"
},
"ClientEmails": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
]
},
"PolicyName": {
"type": [
"string"
]
},
"Accounts": {
"type": "array",
"items": {
"type": "object",
"properties": {
"AccountName": {
"type": "string"
},
"NumberOfParticipants": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
]
},
"NumberOfFunds": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
]
},
"TotalAccountBalance": {
"anyOf": [
{
"type": "number"
},
{
"type": "null"
}
]
},
"ProviderName": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
]
},
"ProviderNumber": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
]
},
"Investments": {
"type": "array",
"items": {
"type": "object",
"properties": {
"SecId": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
]
},
"InvestmentName": {
"type": "string"
},
"Ticker": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
]
},
"PeerGroup": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
]
},
"Fi360AvgScore1Year": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
]
},
"Fi360AvgScore3Year": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
]
},
"Fi360AvgScore5Year": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
]
},
"Fi360AvgScore10Year": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
]
},
"Fi360Score": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
]
},
"Action": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
]
},
"Type": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
]
},
"Assets": {
"anyOf": [
{
"type": "number"
},
{
"type": "null"
}
]
}
},
"required": [
"InvestmentName",
"Ticker"
]
}
}
},
"required": [
"AccountName",
"Investments"
]
}
},
"MonitoringPeriod": {
"type": "string"
},
"ReportTemplateName": {
"type": "string"
},
"EndpointWorkspaceGuid": {
"type": "string"
},
"URL": {
"type": "string"
}
}
}
}
}

---

Click the plus sign below the manual box and add an action.  Search for the action HTTP and select it.

Convert the URL to PDF by using dynamic content

Click the plus sign in the center again to add Outlook - Send an email V2

Example Setup:

Click Save in top right. Once saved, go back to the manual box and copy the URL that is now generated for this flow.

Navigate to your Toolkit>Settings>Webhooks>+New Endpoint

Paste the URL and select the event that you wish to trigger this workflow. 

Once you save, anytime you do that event, data will be sent and your workflow will be trigger.  

Remember that each client must have an email address assigned in the Toolkit for this to work.