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Date Manipulation Feature request
Good day.
I have a field called "Event date". Based on that date I want to schedule activities x amount of days before or after that event date.
example I want to schedule an activity to check if moneys have been paid 14 days before the event date. Can this be done without the intervention of the likes of Zapier?
i.e. Date of Activity = "Event Date" -14days
Or I want to create an activity to send a Post Event Survey 3 weeks after the event date hence:
Activity Date = "Event Date" +21days
Comments
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Hi @Morne Rheeder !
Currently our Automations feature only allows you to create activities for a certain time after an event, not before that event. Check out the Workflow Automation Templates we offer, they will save you time.
To create activities before an event happens, Zapier or other of the the integration platforms available in our marketplace is a better bet.
The good news is we have a lot of interesting improvements for Automations that we want to release, including date-type triggers, so stay tuned. See some examples here.
Here’s how 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 and give us your opinion about new and improved features before they go live.
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Were you able to use Zapier to accomplish your goal? If so, how did you do it? I am looking to create an activity for all of my users 60 days in advance of the expected closed date of the deal.
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