Sending criteria based alerts to contacts from an excel workbook

scenario we will create a process flow that notifies decisional factors, if the products contained in an excel sheet are within budget range this will be a basic scenario where procesio can help you with sending criteria based alerts to management, notifying them on actions that need to be taken this particular flow has the aim of sending an sms alert as well as an e mail to decisional factors, for each item priced above or equal to 100 $ (these items are considered to be above budget) for items priced below 100$ (items within budge range), only an e mail alert will be sent to decisional factors in this case, the email will state that the item is within the budget range, and therefore order placement can take place before you get started, you will need the following items in order to complete the suggested process a configuration to an email server that will be used to send the email ( see here ) a configuration to a rest api of an web to sms service ( see here ) the above require creation of 2 connection configurations in the credentials manager excel/ csv file containing tabular data let's build this process! the process flow created will look like this create and configure the process step 1 drag and drop get file data into the canvas connect it to the start button drag and drop a for each and connect it to the get file data within the for each border, drag and drop a decisional action and connect it to the start within the for each within the for each border, drag and drop a call api action action connect it to the decisional within the for each border, drag and drop a send email action and connect it to the call api action within the for each border, drag and drop a join action and connect it to the send email within the for each border, drag and drop a second send email and connected to the decisional and to the join action connect the for each border to the stop action step 2 configure the get file data according to documentation for configuring this step video available here step 3 configure the for each in list we will use the variable/ data model, defined at step 2 set action timeout to 200 milliseconds in order to avoid an infinite loop, we want the "for each" action to stop after 200 second of running (can be set in accordance to needs) in the "for each" output tab, you will mention the name of the item in the list used for each iteration refers to the line item in your excel file step 4 configure the "decisional" action within the "for each" border each case of the decisional needs to be configured for this demo, you will have to configure two cases greater than or equal to 100$ less than 100$ decisional logic case 1 we will use <%customercsvline price%> <%customercsvline price%> , defined in the "for each" output (mentioned in step 3) we will set the <%customercsvline price%> <%customercsvline price%> to be greater than or equal to 100 additionally at "target", go to, we will set "call api action" this means that if the condition is met, the "decisional" will follow the "call api action" branch case 2 we will use <%customercsvline price%> <%customercsvline price%> , defined in the "for each" output (mentioned in step 3) we will set the <%customercsvline price%> <%customercsvline price%> to be less than 100 additionally at "target", go to, we will set "send email (less 100)" this means that if the condition is met, the "decisional" will follow the "send email (less 100)" branch step 5 configure "call api action" & "send email (greater 100)" actions as mentioned at the beginning of this article, connections for "call api action" as well as "send email" have to be created within "credentials manager" see in this article how to set up connections in credentials manager for "call api action" as well as "send email" once connections have been created in credentials manager "call api action" select api configuration (previously configured in credentials manager) and proceed to configure request the request needs to be configured ("configure request" card) in accordance with the api provider documentation in our case smso api documentation in accordance with smso api documentation , we will use the following query params to <%customercsvline phonenumber%> <%customercsvline phonenumber%> (leveraging the phone number contained in the excel file) body can be customised according to needs sender 4 (in accordance to smso api documentation) "send email (greater 100)" select smtp server (previously configured in credentials manager) and proceed to "send email" configuration proceed by clicking on "send email" card and configure it from type a desired display name (the e mail addressed configured in the credentials manager will be leveraged) to <%customercsvline email%> <%customercsvline email%> (leveraging the e mail address contained in the excel file) body custom, according to your needs to open the variables selector in body and add process variables to your message press insert key (for windows) or alt + tab (for macos) step 5 configure "send email (less 100)" select smtp server (previously configured in credentials manager) and proceed to send email configuration proceed by clicking on send email card and configure it from type a desired display name to <%customercsvline email%> <%customercsvline email%> (leveraging the e mail address contained in the excel file) body custom according to needs variables in the body of the e mail can be inserted by pressing the insert button step 6 save & validate process step 7 run the process