Workflow Automation - Email before Expiry

Jason Marfia
Jason Marfia Member Posts: 1
edited April 24 in Workflow Automation #1


I am looking for a way to trigger an email to the customer 5 days prior to the deal expiry date.

I have a workflow from Deal Update - Condition = Date "has changed" - Action = Email

But I need Condition to be Date <5 days quoted - Action = Email, can this be achieved.


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