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Best answer

How do I trigger a zap based on specific dates in Zapier Tables?

  • September 16, 2024
  • 1 reply
  • 292 views
M

I am trying to create a Zap that will trigger when a record reaches 45 days from a renewal date. My team sends Marketing materials to prospects that are 45 days away from contract renewal dates. Currently this is done by a Marketing specialist filtering an excel spreadsheet and then manually importing those emails to a list in our CRM. I would like to set up a zap that fires and sends those communications automatically once a prospect reaches 45 days from their contract renewal date. I imported the data from the excel sheet to a table in Zapier table. The question I have now is how do I set up the Zap to fire once the renewal date is 45 days out? 

Best answer by Troy Tessalone

Hi @Mcadwell 

Try these Zap steps:

  1. Trigger: Schedule - Daily
  2. Action: Formatter > Date & Time > Add/Subtract Time
    1. +45 days from today
    2. System timestamps: https://help.zapier.com/hc/en-us/articles/8496275717261#iso-8601-timestamps-0-1
  3. Action: Zapier Tables - Find Records
    1. Search by the desired date field using the date value from Step 2
  4. Action: Filter
    1. Condition to check if there were Table records found
  5. Action: Looping - Create Loop from Line Items
    1. Used to handle each found record individually
  6. Action: [APP] - [EVENT]

 

NOTE: Steps 2-5 will count as 0 Tasks.

 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • Answer
  • September 16, 2024

Hi @Mcadwell 

Try these Zap steps:

  1. Trigger: Schedule - Daily
  2. Action: Formatter > Date & Time > Add/Subtract Time
    1. +45 days from today
    2. System timestamps: https://help.zapier.com/hc/en-us/articles/8496275717261#iso-8601-timestamps-0-1
  3. Action: Zapier Tables - Find Records
    1. Search by the desired date field using the date value from Step 2
  4. Action: Filter
    1. Condition to check if there were Table records found
  5. Action: Looping - Create Loop from Line Items
    1. Used to handle each found record individually
  6. Action: [APP] - [EVENT]

 

NOTE: Steps 2-5 will count as 0 Tasks.

 

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
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