Jul 18, 2022
I’m looking for help or advice on how to create automations on one of my created tabs.
Basically, I work with a company that rents furniture. Our rental term lengths range from 30-90 days (90% are 60-day terms). Is it possible to create 2 automations that do the following?
Let me know if this is possible to do
Jul 19, 2022
Hi Brittany, yeah this is doable.
For this, I would first create a new field called Google Calendar ID or some such
Google Calendar ID
I’d then make an automation that would trigger if the record’s Project Installation Date value was not empty AND the Google Calendar ID was empty, and I would make the automation:
Project Installation Date
For this, I would make two formula fields
2 weeks before end date
The field Send email would be used as the automation trigger, and the action would be to email the client
Do note the following limitation outlined here
If we can’t send emails, then I’d set up the action to be to message me on Slack or make a calendar event for me to notify the client or something
Let me know if you’ve got any questions!