Company workflow based on date property

Hi,

we know from the documentation that we can create contact workflows based on a date property. This would allow an automated “happy birthday” email each year.

See here: Create 'Specific date' or 'Contact date property' contact-based workflows

We would really like this functionality to be provided for company based workflows also. Same idea, get automated actions based on a (company) date property.

Thanks!

Hi! I’m looking for the same thing and want to be sure you saw this other Idea that has a bit more traction. Be sure to Upvote it for support! :slightly_smiling_face:

Hi,

This is now possible with a new workflow action that’s available to all customers using the workflows app. The new delay action (Delay until a date") allows you to create delays centered around both a calendar date (eg. an event happening on 9/15/22) or centered around a date property (for example the “close date” of a deal). This can be used in any type of workflow, including company objects : )

Our KB doc has all the details: Use delays in your workflows

Best,

Megan