Change a deal stage when date is (nearly) treached

David Bellaïche
David Bellaïche Member Posts: 26
5 Up Votes First Anniversary Photogenic First Comment
edited February 2023 in Workflow Automation #1


I've created a Date Custom field for my deal : "Proposal Expiration date"

In my pipeline, I have these 2 stages :

  • Proposal sent
  • Proposal expires soon

How can I automatically move a deal from "Proposal sent" to "Proposal expiration soon" when the Deal Proposal Expiration Date will be reached in less than 72 hours ?

I've tried Workflow automation, and even Zapier but they're all asking for a trigger such as "Deal Updated" while the deal is not update when I want the move to be done.

Any idea?

Thanks for your help

Best Answer