Automations Scheduled by Date
Josh Monifi
Member Posts: 137 VERIFIED MEMBER
We need the functionality to schedule an Automation by date. Such as:
- Send email on the 3rd day of the month
- Create a lead on the 1st of the month
- On the last day of the month, send a Report or Dashboard link to an email address
We could put this to use in this related post:
Insight Report & Dashboard Auto-Send — Pipedrive Community: Connect, Collaborate, Share
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