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How to create a task in Streak CRM that skips Saturday, Sunday and holidays?

  • February 22, 2025
  • 2 replies
  • 14 views

Hello,

I have been using Zapier with Streak CRM for a few years now. I have a lot Zaps created but my issue is some of the task that are created in Streak CRM from the Zaps are on the weekends and holidays. I would like to know if there is a way me to add a FORMATTER to these Zaps that would create the task but make sure to skip weekends and holidays

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2 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • February 23, 2025

Hi ​@LloydB23 

For holidays, you will have to add lookup table logic.

 

 

For weekends, you can add a Formatter step to format the date as: dddd

That will return the date as a day name. (e.g. Monday)

Then you can configure the Zap to have logic for how to handle weekdays vs Saturday (+2 days) vs Sunday (+1) day.

Formatter help: https://zapier.com/apps/formatter/integrations#help


SamB
Community Manager
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  • Community Manager
  • March 3, 2025

Hey ​@LloydB23, just checking in—how did you get on with the approach Troy suggested? 

Want to make sure you’re all set so let us know if you still need any help! 🙂