Question: Automation on Activity date?
Does anybody knows if it is possible to create a workflow depending on the date of the activity?
I will give you an exemple:
I have a pipeline with 2 steps - "to be collected" - "collected"
I have a activity: "Logistic"
When the transporter give me a date when he can collect my customer, I would like to create the activity Logistic with the date of collect.
And now is my question: can I create a workflow to move automatiquely from "to be collected" to "collected" when the date of my activity "logistic" has passed?
I would be please to know if is it possible....if yes ...how? If not...I will stop searching!
Inês Batata Admin Posts: 2,917 COMMUNITY MANAGERedited October 2020 #2
Hi @Nicolas Bunel !
At the moment date type of fields aren't eligible as triggers for automations. What you can use as a trigger is a certain activity being created, updated or marked as done.
As a workaround, I would suggest you take a look at the integration platforms available in our marketplace, as they allow you to create automations outside the scope of our own native features. I did a quick search for you, take a look here.
That being said, I've forwarded your suggestion to our team for consideration in future developments.
There might be some good news about our Workflow Automations coming in the future, so stay tuned to stay on top of what’s coming down the line:
- Follow What’s New and don’t miss any new releases.
- Follow What's Planned to know what we're working on currently and what’s to come.
- Join our Research and Beta Testing channel for the chance to try out early versions of new and improved features.