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Automation for an email to send 2 days after record updated

  • September 28, 2023
  • 1 reply
  • 43 views
J
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Is it possible to create an Automation so an email send 2 days after record updated?

RonniEloff_VKDe

1 reply

Josh_Colina
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  • Josh_Colina
  • Inspiring
  • September 30, 2023

There's a couple of ways I can think of to accomplish this! First you'll need to have a Last Modified Time field inspecting either the record or a specific field, depending on your needs. Then, you could:

  • Create a view with the filter "Where Last Modified Time is number of days ago 2." Create an automation with the trigger "When a record enters a view" and the action "Send email,"
  • You could also create a formula field that reads, for example:
IF( DATETIME_DIFF( TODAY(), {Last Modified}, 'd' ) >= 2, "Send Email" )

This will return "Send Email" if the difference in days between when the record or field was last modified was and today  is greater than or equal to 2 days. From there, create an automation with the trigger "When a record matches the conditions" and set the conditions to this field returning "Send Email", with the action of "Send email."

For some reason, I've occasionally noticed that DATETIME_DIFF requires a modifier or + or - 1 when formatted to days, so just something to be mindful of if you want to go that route. Hope this helps!

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