Recurring Workflows - Client Specific | Voters

Recurring Workflows - Client Specific

Danielle Bickel

It would be great if we could set a workflow to be recurring for a specific client - monthly/quarterly/yearly based on a certain date. Attach the same comment from the original workflow to all subsequent occurrences.

March 2, 2023

Amber Koenig

Yes! I also have a need for this. We created a work-around for recurring workflows by adding client specific tags to set the automation but sometimes we have client specific workflows that we need to set to automate on a specific date for follow-up. I hate to continue to add all of these client specific obscure tags that just clutter up our CRM

Ashlyn Prom

I've experienced a need for this as well. For example, with RSU Vesting schedules it would be awesome to be able to add a workflow for a client, then set the recurrences at a client specific date/timeline, rather than a broad recurrence for the workflow as a whole.