Wondering how I'd go about doing this process:
- When Date of Deadline is LessThan OR EqualTo 7 days THEN Create a Task on Account (know how to do)
- THEN send Email from template (know how to do)
- In the e-mail have some way for the client to respond that updates a [emailtickfield] Boolean (or Yes/No/NotApplicable dropdown, not sure which we'd prefer yet) field in the data (not sure how to do)
- If email reminder sent GreaterThan 7 days and [emailtickfield] = 0 then send a email reminder to assigned user to contact account directly. (know how to do)
I've been informed that Entry-Points is the way to go about this, which there's a nice tutorial on how to create, but I'm still not actually sure about the workings of this process.
How would one get the entrypoint to update this field?