Workflow triggered by today's date

[FloDlz]

Hi all,

I'm looking for a way to trigger a workflow when the date included in a property X is equal to the property "today's date" (special property created thru the guidelines of the community 🙏). 

Any idea how to make it possible?

Thanks

Flo

[DStaat]

Hey @FloDlz @kvlschaefer,

We have an app called Tick Tock Today that can help! It creates and updates a today's date property based on your timezone.

Using it, you can create a time between property (instructions for how to do so here) in a similar vein to @a_mccaffrey 's solution.

You could then set the workflow to trigger when the Days until date property reaches 0!

Check out the app here. And if you have any questions feel free to reach out. I'd be happy to hop on a call with you.

Best,

-David Staat

[kvlschaefer]

Hi @DStaat,

Thanks for sharing your integration with us 🙂 

Do you have any screenshots or a video you could share with us directly on the community about your integration and this use-case? 

Thank you! 

Best,
Kristen

[MBeran6]

@a_mccaffrey - how has your solution been working? 

[a_mccaffrey]

Hi @FloDlz , I came across your question while looking for a solution myself.

I ended up building a calculation property which calculates the # of days between the start of my contract and today's date. I built the today's date property using the answer here: https://community.hubspot.com/t5/CRM/How-to-create-a-Today-s-date-date-property/m-p/412345

Please see my screenshots to understand the calculation and how I use it as a trigger in a workflow. When the difference is 0 days, the ticket enters the workflow.

I haven't turned my workflow on yet but I think this should work. 

[kvlschaefer]

Hi everyone,

Thanks for sharing, @a_mccaffrey and @jolle!

Best,

Kristen

[jolle]

Hey @FloDlz, thanks for reaching out!

Have you checked out contact date property workflows before (more info in this HubSpot Knowledge Base article)? They allow you to center the entire workflow on a specific contact date property so you can configure actions to fire relative to the date value within that property (on the date, before the date, after the date).

I don't believe that there's a way to trigger a workflow if you have matching values between properties, but you could create the workflow to center on the "property X" date property and set up your actions to fire on the same day. From there, any contacts whose "property X" value is the current date will have those actions fire accordingly.

Hope this helps!!

[FloDlz]

Hi,

Thanks for your answer.
This is not really solving my issue as I want to trigger a workflow based
on deal properties.

Unless I'm wrong, there isn't any "deal date property workflow" just like
you mentioned for contacts.

Any other suggestion?
Thank you for your help.
Flo

[jolle]

Hey @FloDlz, thanks for that additional context!

You can't currently create deal workflows centered on a date property like you can for contacts, but you could copy that deal date property value to the associated contacts and trigger the contact workflow from there.

You would basically just need to create the same date property at the contact level, then create an additional workflow that:

1. Enrolls deals with known values for your custom deal date property
2. Copies that custom deal date property value to the respective associated contacts

Now, you have that data on the contact record and can enroll them in your contact workflow centered on that date property. 

Hope this helps!!

[FloDlz]

That's a smart way to bypass the limitation... But it does not work in my
case, as a single contact may have several deals and sometimes at the
same time.
So it would make the transposition impossible.

Thanks a lot.