Automation Trigger based on an upcoming Date
I was hoping to setup an Automation trigger that is based on the relativity to a Date field.
Example: I have a Deal with an Expected Close Date in 2 months, I would like to create a new Activity, assigned to Deal owner, to do something given that timing.
Use case: We use Deals to process renewals for our customers (annually, etc.) and would like to alert the team when a Renewal is approaching!