I am trying to trigger a workflow that will send an automated email to the contact when a specific task is going to be completed in the upcoming week.
The option to trigger based on reminder is available, and so I am wondering if I could set it up to send when the task reminder is sent?
The only problem is that it doesn’t look like I can trigger based on when the reminder occurs, only if the reminder exists?
Hey @ACiochetto, thanks for reaching out!
Can you tell us a little bit more about what you’re hoping to accomplish? I’m wondering if there may be a cleaner approach than relying on task reminders.
Is it possible that you could use a stage within the deal or ticket pipeline as your trigger? Or is there a way that you could rely on a contact property or a fixed date/timeline?
Happy to share more thoughts if you can provide a little bit more info!
Thanks!
We have services from third party providers to our clients that are recurring (indefinitely) and stored in our system as tasks. By having a workflow trigger that is relative to the task due date we could send out reminders just outside of the cancellation window and avoid any cancellation fees
