Automations Scheduled by Date

Josh Monifi
Member Posts: 141 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
Tagged:
5