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Binek
Participant

Workflow that sends notification when there is 90 days from deal close date

SOLVE

Hi,

I want to create workflow that would send Slack notification if there is exactly 90 or 30 days away from close date of the deal.

Tried to do this with property calculation where it would calculate days from now to close day and if it is 90 or 30 days then it would send notification. But somehow it is not working properly.

And ideas how to fix this or maybe how to do this other way?


Here is part of workflow.  'Is equal" can't detect that 90 days in propety ForSlackNotificationCloseDate is 90 days. Also added screen shot of property

 

Screenshot 2023-01-11 at 11.26.29.png

 

Screenshot 2023-01-11 at 11.34.22.png

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

Workflow that sends notification when there is 90 days from deal close date

SOLVE

Hi @Binek,

 

Enrollment could be simpler than that:

 

karstenkoehler_0-1673433536145.png

 

If you follow this by a branch for 90 / 30 days, you can then add a Slack action in each branch.

 

Hope this helps!

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

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

Workflow that sends notification when there is 90 days from deal close date

SOLVE

Hi @Binek,

 

Enrollment could be simpler than that:

 

karstenkoehler_0-1673433536145.png

 

If you follow this by a branch for 90 / 30 days, you can then add a Slack action in each branch.

 

Hope this helps!

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.