Hi,
I want to set a date to “today” everyday. This is a workaround for another airtable intergration where I can flag old contacts, that have been deleted or merged. And I also want this to trigger dayly task creation. But I dont have operationshub, so I cannot use the standard workflow.
I created a Workflow witht the trigger:
- Heartbeat = today
- OR Heartbeat = unknown
- OR Heartbeat is more than 0 days in past
- Reenrollment enabled
After that I set heartbeat to +1 days (using a custom property which uses a calulation of heartbeat + 1 day).
The workflow executes one time, but does not retrigger. I tries also other variations, but none has worked. Any ideas how to accieve this?
Hi @NicoSchulz,
What do you need the today’s date property for? There are many cases where there’s a better solution, e.g. calculation “Time since” properties.
In any case, you can find one approach to creating a today’s date property here: https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Setting-Today-s-Date-with-Workflows/m-p/883062#M7076
Best regards
Thanks a lot! This is exactly what I need!
My usecases more in details:
A) I sync hubspot contacts to airtable. However if I delete contacts or merge them, they will not get deleted in airtable. And I want to hide them in airtable, so I need a way to identify “up-to-date” contacts vs inactive/merged contacts. And since there is no native way my idea was to check: Has this contact a property with “today” and is today older than 1 day it must be inactive (merged or deleted).
Usecase B): I have lists of deals that I work on. they pop up whenever I need to call leads again. But I want to use the task pipeline to quickly iterate through those deals. I can create them manuelly by selecting all deals and then “create task”. Or i can create a dayly workflow that will create a task for me and also deletecomplete) it after X hours. this would safe me some time on clicking each day. tasks are just ready. boom.