Hi all,
I am trying to create a workflow that will send an AirCall SMS reminder to deals that have booked a meeting.
The SMS reminders need to be sent exactly 24 hours before the meeting start time and again 1 hour before the meeting start time.
What would be the most reliable property or workaround to use in order to accurately calculate the timing for when these reminders should be triggered?
Hey @D_Merv,
Welcome to the Community!
To start, I’ve included a community thread below that might be able to spark some ideas!
I’d also like to tag in some of our Top Contributors to see if they’ve built something similar:
Hey @karstenkoehler, @CarolinaDeMares, @evaldas -- Do you have any suggestions for @D_Merv on this?
Thanks in advance!
Sam, Community Manager
Hey @D_Merv !
How about creating a deal based workflow and triggers by “deal is associated to any meeting and meeting start time is known”
Next step: Branch based on the meeting start time
Next Step: Send the reminder
Next step: Delay until date property and you select the “next meeting start time” property
Next Step: On assigned Date branch option send the reminder
Should look something like the image attached!
Hope this helps!
ZUID.
Goirkekanaaldijk 12
5046 AT Tilburg
Nederland
Thank you! @CarolinaDeMares What can be used for re-enrollment? The triggers you shared cannot be used for re-enrollment of deals. Deals will often times have multiple meetings associated with them. Each time a meeting is booked the client needs to receive SMS reminders.
