Help

Send Email on Specific Date Under Conditions

615 1
cancel
Showing results for 
Search instead for 
Did you mean: 
Neal_Miller1
4 - Data Explorer
4 - Data Explorer

Trying to create an automation that will send an email on a specific date when a field in the base is blank. I start the automation as “at a scheduled time” and when creating the conditional group, the only option I have is use data from “at a scheduled time”. I need it to be able to access the base and set the condition to the particular field.

1 Reply 1
KVachon
6 - Interface Innovator
6 - Interface Innovator

Hey Neal,

Is there a date field in your base that you can use to set that “specific date”? If possible, you can create an automation to trigger on condition.

For example:

  • Trigger: When record matches condition:
  • Condition: When [insert field] is empty
    and When [insert date field] is today