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Hi everyone 👋 I’d love to get some support on how to implement a workflow. The goal is to create recurring Slack reminders every month until a candidate gets promoted into a new role

 

Set up

  • We have Hubspot custom objects (candidates) with start date and pipeline stage as properties

Expected State

  • When a Candidate’s start date is today and when pipeline stage = Emerging, enrol them into the Zap
  • Every month starting from the start date, send a Slack reminder into a public channel
  • Continue the monthly reminders until the candidate’s pipeline stage = Promoted

It seems like there’s a looping option in Zapier but struggling to figure out the exact implementation

Thanks in advance!

​@earlywork_team 

I would break it down into pieces using multiple Zaps and an intermediary table/spreadsheet to keep records.

Roughly something like this.

Zap One - Registration
Triggered on new custom object (candidate)
Formatter to set reminder date = start date
Update row with Name or ID, Start Date, Pipeline Stage, reminder date

Zap Two - Post Messages
scheduled daily
loop through each row in table/spreadsheet to find rows where next reminder date = today and pipeline stage = emerging
Post message
Update rows with formatter +1 month to reminder date

Zap Three - Deregister
Triggered on update custom object (candidate)
Continue if pipeline stage = Promoted
Update or delete row for candidate.

You could add existing candidates to the table/spreadsheet to pull them in and then when new ones are created they would be automatically added into the sequence. 

I think that would achieve what you want.  

I hope its useful. 

Reply


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