Why?

  • Build automations when date fields values change (Deals, People, Organizations)
  • Share date-related data from a trigger event into an action event (e.g. "Deal expected close date", a custom Person date field)
     

For whom?

  • All users with Workflow Automations (Advanced plan and above)
     

What can a user do?

  • Use default and custom date fields as triggers in automation conditions
  • Use default and custom date fields as 'merge fields' in automation actions

 

Still to come:

  • Relative date comparators (e.g. "earlier than 3 months")
  • Trigger a workflow based on the date value of the date field

 

🧑‍🏫 Learn all about Workflow Automations with our Academy videos and from our Knowledge Base tutorials.

 

❓What's the first Workflow Automation that you're going to build using this new capability?