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Send an email to assignee based on custom date field

Is there a way to automate sending an email to the assignee once a custom date field (Next Engagement Date) is reached? When the date to engage next = current date that is. 

1 answer

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3 votes
Answer accepted
Mark Segall Community Leader Sep 02, 2022

Hi @noor_farjad and welcome to the community!

Yes.  You can do this with an automation rule:

  • TRIGGER (Scheduled): Daily
    • "Next Engagement Date" >= StartOfDay() AND "Next Engagement Date" < startOfDay(1)
  • ACTION: Send Email


Can this be done without the code? I was trying to create the rule from Project Settings > Automations > Rules 

Mark Segall Community Leader Sep 02, 2022

Yes, it's all just a configuration.  Your rule is literally just those two steps.

Thanks for the prompt response. :)

Like Mark Segall likes this
Mark Segall Community Leader Sep 02, 2022

Happy to help!

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