I can get a portion of the formula to work properly, however, I need additional steps and I’m stuck with the formula portion. My goal is to use this setup to generate an email using zapier.
My current setup
Current Formula:
IF(DATETIME_DIFF({Request Status} !=“Pending Quote”, TODAY(), ‘days’) <= 3, ‘Send Reminder Email’)
I only want the formula to work if Request Status is “Pending Quote”, but, it’s currently reading the blank fields too. My current formula also is set for a Reminder email at 3 days, but I’d also like to send an email at 5 days, and every day thereafter if the Request Status has not updated.
Also, is there another way to run zapier without creating a view? I prefer not to move these records to a different view only to send an email.
Any help is appreciated.