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Set 'Based on a schedule' workflow enrollment triggers

Last updated: July 11, 2024

Available with any of the following subscriptions, except where noted:

Marketing Hub   Professional , Enterprise
Sales Hub   Professional , Enterprise
Service Hub   Professional , Enterprise
Operations Hub   Professional , Enterprise

Use Based on a schedule workflow enrollment triggers to center your workflow actions on a calendar date or using a date property. This enrollment trigger type can be used across all workflow object types and with additional enrollment filter criteria


  • In your HubSpot account, navigate to Automations > Workflows.
  • In the upper right, click Create workflow > From scratch.
  • In the left panel, select [object]-based to select your workflow object. The options available are determined by your HubSpot subscription. You can use Based on a schedule workflow enrollment triggers across all workflow object types
  • In the right panel, select Blank workflow
  • In the top right, click Next. You'll be directed to the workflow editor.
  • In the workflow editor, click Set up triggers
  • In the left panel, select Based on a schedule
     

 

  • Set up your Based on a schedule workflow enrollment trigger. The configured dates and times will be based on your account's time zone settings.
    • How often should this workflow trigger: choose whether the workflow should only occur Once or Annually.
      • If you have an Operation Hub Professional or Enterprise subscription, you can schedule the workflow to recur Monthly, Weekly, or Daily. Learn more about setting up scheduled workflows
    • Date: select a date or date property for your workflow to execute.
      • To select a fixed date, click the date picker and select a date
      • To select a date property, click the date picker and select a property from the data panel. Then, select On date, Before date, or After date. Date properties can only be used with the Once or Annually trigger options. 
    • And [object-types] meet the following filter criteria: set filter criteria to define the records that you would like to enroll in the workflow. On each scheduled date and time, all records that meet this criteria will enroll and go through the workflow. 
      • If there is no filter criteria set, records will not automatically enroll in the workflow. Only manually enrolled records will be enrolled.
      • If a record is manually enrolled, it will not follow the set schedule and automatically enroll on subsequent scheduled dates, unless it meets the trigger criteria. Manually enrolled records will execute the workflow immediately.
  • When you're done, click Save.

 

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