How to run the workflow by schedule?

Dmitry Sivolap

Hi guys,

Is there any chance run the workflow daily? 

My business task is to send email to account manager in 1 week before the license of the customer will expire.

So I want to run the workflow daily and check which customers' licenses expire date = current date + 7 days.

 

Thanks in advance.

Manuel Oliveira

Hi @Dmitry Sivolap , while this is not possible directly you can find a few possible workarounds in this post:
https://community.pipedrive.com/post/question-automation-on-activity-date-5f80218931ad0e79746c0a0d

I have also adjusted the topics on your post and added Feedback & Suggestions ,  so your request is automatically forwarded internally to our developers as a note for consideration 📝

In the meantime I recommend:

• Following What's Planned to learn about what we're currently working on 🔎
• Following What’s New for new release announcements and updates 📢