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Can I trigger a workflow at a specific date?

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Yes, you can schedule workflows on specific dates to execute tasks. 
Here are a few situations where you can schedule workflows: 

  • If an invoice has not been paid, send an email to the customer and the account manager two days before the invoice due date.
  • If a case is open for more than four hours, escalate a case to the support manager.
  • If a deal's closing date has elapsed but it has not been closed, send an email to the sales manager. 

To learn more about scheduled workflows, click here.

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