Automated Email Notifications & System Integrations for Epicor Prophet 21
Still pulling information from P21 and emailing it by hand?
Your team may be sending the same reminders, checking the same order statuses, or preparing the same reports every week.
At MindHARBOR, we build custom email workflows that use P21 data to send useful information to customers, suppliers, and your own team—based on the events, schedules, and business rules you define.
Customer & Supplier Communications
Examples of workflows we’ve developed include:
• Past-due invoice notices
• Order-ready-for-pickup notifications
• Quote reminders and follow-ups
• Resending down-payment invoices
• Shipment notifications
• Scheduled rebate and point-of-sale reports to suppliers
Messages can include relevant information in the email body or attach documents and reports.
Internal Notices & Scheduled Reports
We’ve also helped teams automate:
• Open order and quote lists
• Expiring pricing notices
• Notifications when backordered items are received
• Staff scorecards sent to management
If someone is regularly gathering the same information and sending it to the same people, that’s a good process to review for automation.
Service Quote Follow-Up Without the Manual Chase
One custom project automatically emailed PDF copies of open service quotes to the customer contact listed on each quote.
The process selected quotes older than five days that had not been closed or converted to an order, then sent reminders on a weekly schedule.
It also recorded the date and time sent in custom fields on the service quote.
That helped keep outstanding quotes in front of customers while reducing the repeated work of checking and resending them individually.
Customer Price Change Notifications
Another project identified customers affected by planned price increases, generated quotes showing the affected items and new prices, and created PDFs for delivery.
The process then emailed those documents with a message explaining the price change.
This connected pricing changes to customer communication without requiring someone to prepare each notice separately.
Connect P21 With Your Other Systems
We’ve also developed integrations between P21, CRMs, and email marketing systems—including Constant Contact—and customer contact management tools.
Your project might involve synchronizing contact information, delivering operational notices, or connecting a broader workflow across systems.
We can review which system should manage each part and how the information needs to move between them.
Your Rules Determine What Gets Sent
We work with you to define:
• What event or schedule starts the process
• Which records qualify
• Who receives the message
• What information or attachments to include
• When reminders should stop
• What send history or exceptions your team needs to review
The goal is useful, timely communication that fits your business process.
Custom Automation Built From Experience
These are examples of custom projects we’ve developed. We bring experience and reusable approaches to each engagement, then tailor the workflow to your requirements.
Using another ERP? We can review your data, email systems, and recurring communication tasks to discuss a similar approach.
What Is Your Team Still Emailing Manually?
Show us a typical message or report, how you prepare it, and when it needs to go out.
We can help turn a recurring task into a repeatable process.
Fix. Build. Bridge.
Related Links: Purchase Order Management & Expediting | Incoming PO / FIFO Reporting | Forms & Labels | Return to P21 Services
