Workflows centered on date property

HubSpot Ideas
21

Hi Community !

I ve got a solution to propose you ! it s on 3 steps :

1st : create an object property : “day date”

2st : Update this property each date to know what is the “today” date (see the today date picture --> dont forget to re register the workflow)

Today Date.png
Today Date.png1920×1433 106 KB

3th : Say to the machine to : when the today’s date is after the date you want to trigger --> trigger on

Workflow 2.png
Workflow 2.png1920×945 73 KB

Conclusion : You re able to know when your date’s property arrives.

If need more, feel free to ask

Sorry about the french version of my hubspot ! :wink:

22

Can this also be considered for own bulit custom objects please

23

it would be great to be able to create a deal based workflow centered on a date

24

Hi All,

I have an update - this functionality is now possible with a new action (Delay until a date) that’s available to all customers using the workflows app. The new delay action 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 workflows : )

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

Best,

Megan