create workflow that assigns a task when contract starts

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NKeuper
Member

One of my deal propertys ist "Contract start date". This date is different from the date the deal closed, usually lies 2-8 weeks in the future. I want to create a workflow that assigns a task to my bookkeeper to create and send an invoice to client contact 10 days after the contract start date.

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1 Accepted solution

Accepted Solutions
karstenkoehler
Solution
Hall of Famer

Hi @NKeuper,

 

This is a custom property that I created based on your initial description:

 


@NKeuper wrote:

One of my deal propertys ist "Contract start date". This date is different from the date the deal closed, usually lies 2-8 weeks in the future.


Could you confirm that you created this property as a deal property (and, for example, not as a company property) and that the type of the property is date?

 

karstenkoehler_1-1637823720235.png

 

Also, make sure that you're working in a deal-based workflow, not a contact-based workflow. Otherwise, this option won't show up:

 

karstenkoehler_0-1637823700262.png

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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karstenkoehler
Hall of Famer

Hi @NKeuper,

 

Your deal-based workflow could look like this:

 

karstenkoehler_0-1637779682694.png

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

0 Upvotes
NKeuper
Member

thank you much for the quick solution. However, after I select Triggers  - Deal - Contract start I cant find the option "Contract start date is less then a day ago". Where would I find it?

0 Upvotes
karstenkoehler
Solution
Hall of Famer

Hi @NKeuper,

 

This is a custom property that I created based on your initial description:

 


@NKeuper wrote:

One of my deal propertys ist "Contract start date". This date is different from the date the deal closed, usually lies 2-8 weeks in the future.


Could you confirm that you created this property as a deal property (and, for example, not as a company property) and that the type of the property is date?

 

karstenkoehler_1-1637823720235.png

 

Also, make sure that you're working in a deal-based workflow, not a contact-based workflow. Otherwise, this option won't show up:

 

karstenkoehler_0-1637823700262.png

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

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

NKeuper
Member

perfect, this worked, thanks so much.