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I run a career coaching program, and I am trying to automate how we offer people the opportunity to renew their time in the program.


We do this manually each month by looking at everyone’s dates and changing a single select field called “Initiate Renewal.”


What I want to do, is create a formula that will continuously look at everyone’s end dates and detect when someone’s end date is next month. If their end date is next month, it would update a field “Renewal end date is next month” with YES. And this would then be a trigger we could use in a Zap to send that person to the right email automation in ActiveCampaign (to send the renewal emails).


I made a mockup of what I’m trying to do. I’m totally open to better ways to do this, but this is what I’m trying to do on a very literal level 🙂 …


You might also consider accomplishing this with a filter and triggering your automation when a new record appears under that filter



Here’s a formula that should do what you’re looking for:


IF(

  DATETIME_FORMAT(

    {Real End Date (Use This)},

    "MM YYYY"

  ) = 

  DATETIME_FORMAT(

    DATEADD(TODAY(), 1, 'months'),

    "MM YYYY"

  ),

  "Yes"

)

Since you’re using Zapier, @49erAllie’s solution is cleaner though

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