Use date in automations to start actions

Yannis Doukas
Yannis Doukas Member Posts: 27
First Anniversary Photogenic Elite Solution Provider

What i want to do, is to use expected close date, or a custom field that uses date- as a  starting point for action.

i.e. deal updated- expected  close date has changed - expected close date is prechosen?

Sama goes with custom field that is in date format.


Use case could be that i have a custom field "Validity of the offer"-date and when it has been reached you would get an activity "Offer expired, lose the deal or send nyt offer"

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  • Frederik Eriksen
    Frederik Eriksen Member Posts: 2
    First Comment
    edited September 2021 #2

    We could use something like this as well.

    Our use case would be to do a quarterly follow-up with our customers. 

    Example: Every quarter, create an activity on the organisation named "Follow up".