also, @JonathanBowen, I’m not sure this gets the right filter I’m looking for. The dates I want to email a “heads up” about are future dates, each unique. For example, I have a Field (formula) called “60 days to renewal”. On that date in that field, I’d like to send an email to the account owner letting them know, today is 60 days until Client X’s renewal is up. FWIW, I’d also like to automate a calendar event to the same effect.
Yes - in the Zap, I think you can set more than one email address. These might need to be in separate email fields in AT to get this to work easily, otherwise, you might have to parse a comma-separated list from a single AT field in Zapier which is a bit more tricky
Thanks, @JonathanBowen - why, though, do I need a new Field “days to renewal” if I’ve already got the
“60 days to renewal” Field set up? I want to send the email on that date. How would you suggest doing that?
Thanks! I think what I want is for the filter to be Field “60 days to renewal” is TODAY. Then, Zapier pulls those that are today and shoots out an email to the email address field. Does that make sense?