we know from the documentation that we can create contact workflows based on a date property. This would allow an automated "happy birthday" email each year.
We would really like this functionality to be provided for company based workflows also. Same idea, get automated actions based on a (company) date property.
This is now possible with a new workflow 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 "close date" of a deal). This can be used in any type of workflow, including company objects : )
This is now possible with a new workflow 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 "close date" of a deal). This can be used in any type of workflow, including company objects : )