⚙ Operations Hub

GBlakemore
Member

Creating a Rule - Help Please

SOLVE

Hi all - I want to create a rule where when I enter a date into a property, it creates a task - can anyone help me to do this?

Thanks,

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Creating a Rule - Help Please

SOLVE

Hi @GBlakemore,

 

This type of automation requires a Professional subscription. You would navigate to Menu > Automation > Workflows and create a workflow for the object you're changing the date property on:

 

karstenkoehler_0-1662048887967.png

 

Without workflows, this is not possible.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

0 Upvotes
1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Creating a Rule - Help Please

SOLVE

Hi @GBlakemore,

 

This type of automation requires a Professional subscription. You would navigate to Menu > Automation > Workflows and create a workflow for the object you're changing the date property on:

 

karstenkoehler_0-1662048887967.png

 

Without workflows, this is not possible.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes