Date Match

• The Date Match trigger activates a flow when a specific date field in a record matches a defined date.

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Topics covered:

• Practical Example

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How to Configure Date Match Trigger

• Name: Provide a clear and descriptive name for the trigger to identify its purpose within the flow.
• Description: Write a brief explanation of what the trigger does and its role in the flow, helping to clarify its function and impact.
• Triggering Module: Choose the specific module where the date field is located and where the trigger will be applied.
• Select Date Field: Specify the date field in the record that the trigger will monitor for a match.
• Execution Cycle: Define how often the trigger should check for the date match.
• Date of Execution: Set the specific date or date range that the trigger will use to match against the selected date field.
• Execution Time: Specify the time of day when the trigger should execute its actions.
• Time Zone: Select the time zone in which the date and time should be interpreted to ensure accurate timing.
• **Use Contact’s Timezone:**Choose whether to use the contact’s time zone for the trigger, if applicable, to align with their local time.Click Save to save the information.

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Practical Example