Extending the “Custom Date Reminder” trigger to opportunities, accounts, and custom objects

The “Custom Date Reminder” trigger now supports date fields in opportunities, companies, and custom objects, depending on the type of automation used. Users can trigger automations before, during, or after a key date without having to manually sync this information to contact fields. This update extends date-based automations across the entire CRM architecture.

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Upvoters
Status

Finalisé

Board

Automatisations & IA

ETA
May 10, 2026
Date

8 days ago

Author

Corinna de CrocoClick

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