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Question

How to setup a reminder for a quote to follow up with the client 3 days later on a weekday?

  • June 20, 2024
  • 1 reply
  • 16 views
G

what I have available

I use elementor forms, which sends forms filled to my outlook and from there I would like it to setup a reminder 2-3 days later (during the week ) to follow up if they want to accept the quote

 

but when I try set it up can’t find the option to setup a delayed setup in the calendar 

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
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  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • June 20, 2024

Hi @gabz1989 

One option to try would be to use a Delay (For) step: https://zapier.com/apps/delay/help

 

If you need more help, post screenshots with how your Zap steps are outlined and configured in EDIT mode.

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