I would like to automatically schedule activities based on dates such as "Won Time", as I have several clients all with different Won dates.I'm eagerly awaiting the time-based trigger, but in the meantime, has anyone got a good solution?
You already can.
Trigger: Deal Updated
Conditions: Status Changed and Status is Won
Action(s): Create activities x days in the future.
Amit Sarda said:You already can. Trigger: Deal UpdatedConditions: Status Changed and Status is WonAction(s): Create activities x days in the future.
Hi Amit, this works for any newly won deals I have. But what about older deals whose status is already Won? How do I automatically schedule an activity 3 months after that deal was won?So if a deal was marked won back October 1 (before any automation was set up), I'd like the automation to create an activity that is exactly 3 months after October 1. I want the activity's deadline to be based on a date, rather than on when I did something like I add it to a pipeline.
Hi Abigail, As of now, Zapier is probably your best option. Your example should be doable with a simple two-step Zap. https://lmtbrk.me/lte8f This is an example for a Zap using birthdate to schedule an activity for a call once birthday is due. Bit different use case but pretty much the same logics. Let me know if you need more help
You can still trigger the workflow just by making any change to them.. it's the deal update that triggers the workflow and then it looks for the conditions to trigger on @Abigail Portugal so perhaps make a bulk edit of something and trigger it to auto and bulk create the activities.