Hi we run events and they take place on fixed days every month - ie 2nd Tuesday or 3rd Wednesday
I am looking to create a trigger that will send an email reminder a week before the event, scheduler does not seem to allow for this, it will only trigger on a fixed date every month. I dont need help with the email part, just how to set up the trigger.
Any suggestions?
Thanks
Hi
You can add a Filter as Zap step 2 to only continue on the desired conditions: https://zapier.com/apps/filter/help
Thanks, I have tried but can’t figure what to filter to make it work
Why not create a lookup table via a Zapier Table that lists the event name and date.
Have the Zap Schedule run daily, then check the Zapier Table for records with today’s date, and continue if found.
These Zap apps count as 0 Tasks in a Zap Run:
Lookup Table resources:
Hi
We just wanted to see how everything is going with your Zap. Did Troy's idea work for the job? If you need any assistance, feel free to reach out.
We're happy to address any concerns and assist you.
I considered the lookup option but I am trying to use this to save time and we have over 600 events per year so very time consuming and kind of defeats the purpose.
If the logic for the dates/schedules for the events vary, then a lookup table will likely be your best option to managed those and allow the Zap to be dynamic.
My last response is in moderation probably due the code and images.
Just realise if you need to send the email a week before, just amend the the occurrence number to one less than the event date. so 1st Tuesday or {"weekday": 1, "occurrence": 1}
If the logic for the dates/schedules for the events vary, then a lookup table will likely be your best option to managed those and allow the Zap to be dynamic.
This really defeats the object of automation as we have over 600 events a year
My last response is in moderation probably due the code and images.
Just realise if you need to send the email a week before, just amend the the occurrence number to one less than the event date. so 1st Tuesday or {"weekday": 1, "occurrence": 1}
Sorry, cant see your previous answer.
My last response is in moderation probably due the code and images.
Just realise if you need to send the email a week before, just amend the the occurrence number to one less than the event date. so 1st Tuesday or {"weekday": 1, "occurrence": 1}
Sorry, cant see your previous answer.
Sorry I tried to repost and go the same response I’m not sure why I’m being caught by the filter. It may be the code block
I’ve DM you the code block. Which will give you this output for use in filters and paths.
Can you list all of the actual logic for the 600 events per year so we have an understanding of the triggering logic you are trying to configure?
e.g. trying to trigger on the second Tuesday of every month will likely involve some sort of custom Code step to derive the dates to then be filtered on, which could end up wasting a lot of Tasks in Zap Runs just to filter correctly.
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