Workflow triggered by a Date Field
Hi team,
I'd like to set up a workflow that is triggered by a date field.
Our goal is to send an email notification when a specific date is reached. We want to use this for renewal dates on our opportunities.
For example, we would like to be able to automatically send an email to our business developer when the renewal date is approaching.
Is this something that can be configured with the current workflow functionality?
Thanks for your help!
4 Replies
Hey @thomast, if could have a look to this when you have some free time please
Just a heas-up on this post, if there is a solution for my usecase 🙂 Thanks!
Hi Maxime, sorry I totally missed that message. A workflow triggered on a specific date is not supported today.
The solution I can propose you is using two workflows.
First workflow:
- cron trigger that execute once a day
- code step that 1. fetch all the opportunities that are concerned and 2. update a boolean field on the opportunities like
shouldBeContacted to true
Second workflow:
- listen on opportunity updates - shouldBeContacted field
- filter step that stops the workflow if shouldBeContacted is falsy
- send email step that contact the bizdev
- update step that set back shouldBeContacted to false
We are currently working on having iterator steps for looping over items in workflows. Once we have these (should be in october), you will be able to perform this with only one workflow and without code step. But this is not possible todayHi @thomast !
Thanks a lot for this detailed answer. We're find a workaround for now and follow your updates!