topic Re: Creating a Workflow that moves customers to Closed Lost at Contract End Date. in Data Hub

Creating a Workflow that moves customers to Closed Lost at Contract End Date.

dthomp43 — Mon, 11 Nov 2024 20:54:20 GMT

Hello! I need a bit of help creating a workflow.

I have a deal stage titled "Will Churn" and I would like to setup a workflow that automatically updates the deal stage to "Closed Lost" on the deal's contract end date.

e.g.

A customer gives churn notice on 10/31 and is marked as "Will Churn" by the deal owner. However, the customer's contract doesn't end until 11/30. Is it possible to setup a workflow that moves this customer to "Closed Lost" on 11/30 after being marked as "Will Churn" on 10/31?

I see where I can setup a workflow to edit a record, but I'm not seeing where to put in a condition to have the record update on the contract end date.

Re: Creating a Workflow that moves customers to Closed Lost at Contract End Date.

karstenkoehler — Tue, 12 Nov 2024 05:05:55 GMT

Hi @dthomp43,

You would add that condition in the enrollment criteria, not in the 'Edit record' action.

In the enrollment criteria, add a filter for the date property that holds contract end date and specify that it's more than 0 days ago ( = in the past). The workflow will then wait until that date arrives and set the property value.

Deal stage is equal to all of Will Churn

AND

Contract end date is more than 0 days ago

Best regards!

Re: Creating a Workflow that moves customers to Closed Lost at Contract End Date.

dthomp43 — Tue, 12 Nov 2024 22:00:47 GMT

Thanks Karsten!

I made the updates you suggested. The workflow shouldn't run until a few weeks from now, so I'll come back then and indicate this fix worked so others can find the solution.