Pipedrive Activity Reminder to Teams and SMS

Overview

This flow gives Pipedrive reps a pushed daily action list. Every morning at 07:30 it reads all users' activities due today from Pipedrive, posts each rep a personalized Microsoft Teams agenda in a shared channel, and texts a Twilio SMS nudge whenever a rep has high-priority calls/meetings due. Reps start the day knowing exactly who to contact without opening Pipedrive.

The flow ships Off (demo). Going live requires only env-var values + connection authorization.

Use Case

A sales team wants each rep's due activities surfaced where they'll actually see them — Teams for the full list, SMS for the items that can't wait. The flow runs unattended each morning and fans out per rep.

Flow Architecture

Environment Variables

Connectors & Connections

Connector	API name	Actions used
Pipedrive	shared_pipedrive	GET /v1/activities
Microsoft Teams	shared_teams	PostMessageToConversation
Twilio	shared_twilio	SendMessage

Note — All connections are referenced as solution connection references; the flow is portable between environments as long as a connection is mapped at import time.

Customization Guide

Almost every realistic variant of this flow can be implemented by changing environment variable values. A few cases require small edits inside the flow definition — those are called out explicitly below.

Overdue focus

Query a wider date range (drop start_date, keep end_date = today) and flag rows where due_date < today to separate overdue from due-today.

Deal context

Enrich each agenda line with the linked deal's value/stage via a Pipedrive GetDeal call on deal_id.

EOD recap

Add an evening Recurrence that reports completed vs missed activities.

Per-rep DM

Swap the channel post for a 1:1 Teams chat keyed off the rep's UPN.

Key Expressions

The flow is intentionally light on Power Fx / WDL gymnastics — the heaviest expressions are the branch-name concatenation and the approval outcome check. They are listed below in the order they appear in the flow.

@{concat(parameters('EnvVar_PipedriveApiBaseUrl'),'/activities?user_id=0&done=0&start_date=',variables('varToday'),'&end_date=',variables('varToday'),'&api_token=',parameters('EnvVar_PipedriveApiToken'))}

@union(body('Select_UserIds'),body('Select_UserIds'))

@equals(string(item()?['user_id']),items('Apply_to_each_User')?['uid'])

@contains(split(variables('varHighTypes'),','),toLower(coalesce(item()?['type'],'')))

@{coalesce(json(variables('varUserPhoneMap'))?[items('Apply_to_each_User')?['uid']],'')}

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