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Hi All,

Quick Question.

at my work we use SharePoint to store Certs, and Power Automate to notify us when the cert is expiring. This however is the generic one with in SharePoint. My question is can I use power automate to email external clients, then upload the cert when they send it back?

any help / suggestions would be appreciated, Clickup is one of things that has been suggested internally by the team.

5 Spice ups
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Depending on how they’re sending it back, you may be able to accomplish this with this template: Save my email attachments to a SharePoint document library | Microsoft Power Automate

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Create a SharePoint list to store the certificate information and related metadata, such as the client name, expiration date, and file attachment field to store the certificate file.

Use Power Automate to create a flow that triggers an email to the client when the certificate is due to expire. You can use the “Send an email” action in Power Automate to send the email. You will need to provide the client’s email address, the email subject, and message content in the email.

When the client sends back the certificate, use Power Automate to automatically upload the certificate to SharePoint. You can use the “Create file” action in Power Automate to upload the certificate file to the file attachment field in the SharePoint list.

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ok, so if my understanding is right, I create a list then create a flow for each line on the list for example client A cert is due in 30 days, the flow is triggered and email is sent to clienta@example.com

then i have client b cert with a flow set to trigger when its coming up to 30 days and a email is sent to clientb@example.com

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Just for clarification: what do you mean by “upload the cert?” Are you wanting to upload and install the certificate somewhere or just store it?

@theitguy107 ​ posted a nice link that you can customize with Power Automate to filter specifically for an e-mail from a specific person and upload the attachment to SharePoint document library. This however will not change the cert in your SharePoint list.

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It’s pretty much just storage, we had a temp in with us in our HSEQ department. They used Click Up at another placement suggested it, it would seem our HSEQ manually check when certs are running out then email the client / vendor etc. I had suggested a while back to start using sharepoint to automate it but was shot down. I’m by no means an expert in power automate but was pretty sure we could achieve this with it.