HubSpot Ideas

Jin

'Center on a date property' ticket-based workflows

Posting on behalf of a customer - 

 

Currently, we only provide the ability to create 'Center on a date' or 'Center on a date property' contact-based workflows. It would be amazing if we offer the same options for ticket-based workflows as well. 

 

Use case: Customer is looking to create a workflow that is revolving around 'Next activity date' on tickets to send automated emails, create tasks, etc. 

 

Thanks for your consideration team! 

HubSpot Updates
Delivered
September 01, 2022 11:24 AM

Hi All,

 

Update - this is now possible with a new action that's available to all customers using the workflows app. The new delay action ("Delay until a date") 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 "start date" of a ticket). This can be used in any type of workflow, including ticket objects : )

 

Our KB doc has all the details: https://knowledge.hubspot.com/workflows/use-delays#delay-until-a-date

 

Best,

Megan

3 Replies
kldonahue
Participant | Partner

This would be HUGE - Sometimes we are holding tickets until something happens or a certain date field it would be great to have workflows that support date. 

Samh1
Member

I really need this to be able to use Hubspot for our operations team  our work is centred around project management, we use tickets within HS, and everything is date critical

MeganLegge
HubSpot Product Team

Hi All,

 

Update - this is now possible with a new action that's available to all customers using the workflows app. The new delay action ("Delay until a date") 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 "start date" of a ticket). This can be used in any type of workflow, including ticket objects : )

 

Our KB doc has all the details: https://knowledge.hubspot.com/workflows/use-delays#delay-until-a-date

 

Best,

Megan