The Custom Date Reminder trigger will start the workflow on any specific date you select. This is perfect for sending account review reminders or appointment reminders before a meeting or event.

To begin, click on Add New Workflow Trigger and select Custom Date Reminder from the dropdown menu under Choose a Workflow Trigger.

Custom Date Field #

You will need to add a filter with the Custom Date Field, as this will only trigger if a date has already been established in your CRM—for example, a signature day for a contract.

Once you have selected a custom date, you can include additional filters by clicking + Add Filter.

If using a Custom Object, Opportunity, or Company-based workflow, the field will change accordingly to Custom Object Date Field, Opportunity Date Field, or Company Date Field, respectively.

After No. of Days #

The After No. of Days filter allows you to set the reminder after a specific number of days since the selected date.

Before No. of Days #

With the Before No. of Days filter, you can send a notification a few days before the selected date. For example, you can select an event’s start date and use this to send reminders on the days leading up to it.

Day Is #

Selecting the Day Is filter lets you select a specific day in the month, like the 15th or the 1st, to trigger your workflow. Perfect for monthly subscriptions!

Month Is #

This triggers the workflow on the selected month. You can use it in conjunction with the Day Is filter or simply keep it alone to trigger on the first of the month.

Has Tag #

Select a tag from the CRM. When a tag is allocated to the contact’s workflow, the workflow will only be triggered on the selected date for customers who have the tag.

Start using the Custom Date Reminder trigger to ensure your workflows activate exactly when they should—keeping communication timely, consistent, and operationally efficient.

Frequently Asked Questions #

What is the Custom Date Reminder trigger used for? #

It starts a workflow on a specific date you choose, ideal for account review reminders or appointment reminders before a meeting or event.

Is a Custom Date Field required? #

Yes. The trigger only fires if a date has already been established in your CRM, such as a contract signature day.

How does the field change for different record types? #

For Custom Object, Opportunity, or Company-based workflows, the field becomes the Custom Object Date Field, Opportunity Date Field, or Company Date Field respectively.

What is the difference between After and Before No. of Days? #

After No. of Days fires a set number of days after the date, while Before No. of Days fires a set number of days before it.

How can I trigger on a recurring monthly date? #

Use the Day Is filter to choose a day of the month, optionally combined with Month Is, which is perfect for monthly subscriptions.

Can I limit the reminder to tagged contacts? #

Yes. Add the Has Tag filter so the workflow triggers on the selected date only for contacts with the specified tag.