HubSpot Ideas

GFernandez34

Trigger workflow when two dates are equal

It would be great to be able to trigger a workflow when two date properties are equal.

 

For example: when sign-up date = first order date, send a notification to the sales team.

2 Replies
05201
Participant

Yes Exactly, when Close date =Today Date, i need to complete a followup, but i dont find a way except gathering the data via report

Plue
Member

A workaround that might work is to make a new calculation property with calculated property type time between, Number format: Duration.
Start date pick the property 1 with a date and End date is property 2 with another date field. 

So this new property will calculate the difference between these 2 dates and you can use this property in a workflow to trigger if the difference is more than 1 day for example. This solved the issue for me.

 

In the workflow, simply add a check to this property if its greater than 1 day.