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Trigger a workflow before or after a date property

Use a schedule trigger tied to the date property.

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Professional or Enterprise (Marketing, Sales, Service or Data Hub)
Permissions
Workflows access
Time
3 min · Intermediate
Last verified

Short answer

HubSpot's KB: a Based on a schedule trigger can use a date property, such as a deal's close date or a contact's birthday, with On date, Before date or After date. Dates and times use your account's time zone.

1. The trigger card

Trigger settings in my demo portal.

Workflow trigger panel showing the Start when this happens section and the Only enroll contacts that meet these conditions section highlighted
What starts enrollment (1) and the conditions a record must meet (2).

2. Delays

Inside a workflow, a date property delay waits until a date. See delays and branches.

3. Related

Date reminders.

Sources

New field notes by email

One email when a new article publishes.

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