Automation: Date Trigger (180+ days)

Calum
Calum Member Posts: 16 VERIFIED MEMBER
5 Up Votes Photogenic Name Dropper First Comment
edited May 22 in Workflow Automation #1

I am looking to create a date trigger, after x amount of days/weeks/months after a deal is WON (fixed term contract) I want to create an activity to create an activity to set up a call with the customer to renegotiate the contract.

Managed in about 3 mins to create an automation for fixed term contracts which were 1 month, however for contracts which are 1 year, 2, 3 years I am limited for I am not sure what technical reason to 180 days.

Is this something than can be extended passed this value? anyone got any work around?

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  • Calum
    Calum Member Posts: 16 VERIFIED MEMBER
    5 Up Votes Photogenic Name Dropper First Comment
    #3

    Thanks Amit, I was focused on the trigger and not the activity, that will work for me. Still would like to know why date trigger is limited to 180 days tho.

  • Calum
    Calum Member Posts: 16 VERIFIED MEMBER
    5 Up Votes Photogenic Name Dropper First Comment
    #4

    Another work around I found was to stick a "delay" action of number of weeks into the flow.

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