Hello everybody,
this is quite a time after the question was posted, but let me exercise here one low key solution.
I had a similar question and what happened is that I came up with 2 simultaneous automation at the same time - just for fun.
The task at hand:
When the deal is created, let the salesperson pick the interval after which he will follow up with the deal based on its ripeness. Make sure the salesperson has the ability to change intervals as he goes.
Solution 1:
Create a simple workflow that once the picked interval is known, set the date of when the interval has been set. This date then being known triggers a workflow that based on the interval picked triggers its own workflow with a delay of the days that correspond to the interval.
Each of the workflows has a goal set that when a property “Restart Timer” is “1” then the deal gets kicked out of the workflow, so it could then enroll again if needed to reset its delay.
In the picture below there is this resetting property set to 1 and then to 0 again and then there is 15 minutes window for HS to realize it has been reset back to its default value. I tried originally 5 minutes, but HS sometimes didn’t realize after 5 minutes that the property is back to 0 and it was kicking deals from the next pipeline right after it enrolled. So 15 minutes it is.
See pictures below.
Solution 2: Create a property “Days Till Reminder” which will be basically just a number property that will update daily as a countdown of days till the reminder. Hook it to something that runs through the system daily to be sure it updates as important system properties update with it so you don’t get some serious misalignment in data.
I hooked it up with my “Today’s Date”.
And once it gets to 0 it’s up to you if you set a new workflow that triggers a task, or that sends an internal email to your sales that its time to contact them or trigger your Paid Membership Pro integration to limit their access to your paid content. In my case, it is purely decorative so when our sales team opens the deal they see not only the interval that was picked and the start date but also how long till it’s due. Needless to say, this value is being reset with the interval once the interval is set as per my first image.
I know it’s not much, but on our end, it’s doing magic without any other integrations. We try to use as few as we can to keep data in one system, eliminate errors and eliminate costs for additional systems.