What are you trying to achieve?
I have a sheet that automatically fills every cell when a sale is made, and one of this cells is the date of renew from that specific client.
What i want is a automation that delays for a specific amount of days or months or to a specific date, and then sends a message in slack with a notification about that client.
Its simple i know, my problem is that i usually do everything in zapier and im not used to other plataforms, and zapier can only delay something by a maximum of 1 month…
I would need more than one month, my clients usually sign contracts of 3 months, 6 and 1 year.
So my question is, how would i do this? is there any plataform that does what zapier does but lets you delay actions by more than one month? i would realllllly love to have it up to 1 year.
(i posted this on reddit “automate” and tought that it would be better to post it here as well in case someone from the make community can help me out, ty).
Steps taken so far
I have tried doing it in Zapier to no success.
Screenshots: scenario setup, module configuration, errors
Hi you can definitely. Do this in MAKE. I will show you the way I went about it
I have my sheet with my contracts and Date signed.
Then I use a search rows module in MAKE. This allows me to set conditions to find rows.
Make sure your dates are in the same format for example mine are 6/28/2024 so In make my token is D/M/YYYY you can find date/time tokens here
I then just configured the module to search for rows that have a closing date that is.
3 months ago today, 6 months ago today, 9 months ago today and one year ago today.
Here is formula for one year ago today:
{{formatDate(addYears(now; -1); “M/D/YYYY”)}}
here is formula for 3 months ago today:
{{formatDate(addMonths(now; -3); “M/D/YYYY”)}}
Change the “-3” as needed to different number of months.
Let me know if this help 
I would just run this once a day and send out all messages that have the closing anniversary
So, im trying to understand what you did.
basically, you are adding a 1 year to the date sold so the notification is delayed by a year, right?
The problem in using the date when i SELL is that i wont know the correct date of renew, since this sheet is filled with both contracts that renew in 3months and 1 year.
So i would rather use the already avaliable RENEW_DATE field that tells me the exact day (DD/MM/YYYY) and send the notification.
Again, i can be wrong since i dont know much about how MAKE works and tbh it looks way harder for me, but if you tell me that THIS is going to solve my problem, i will just copy and paste just like in your print to try it out.
OBS: Run it everyday? i guess in make you need to run a task manually? If possible i would like to know if it can be run every 24hs or so automatically.
i use this plan in zapier rn ^ and if im switching to make just for this automation i will take an equivalent plan here as well… i just hope it comes with automated runs every hour or so.
Is renewal date a column in the google sheet?
Do you want to send them a message on that day?
And the answer to above is no you don’t need to manually run it you can schedule the automation to run once a day at a certain time.
And no I am not adding one year to the search I am removing one year. I gave you the high level logic and was going to let you decide how to use it since I don’t know what your data or goal truly is from one message.
But what I gave you searches for date sold and checks to see if it is last 3,6,9, 1 year and then finds the row. If you have a column in the google sheet named renewal Date this will be much easier to do. Let me know if you do.
i have the Renew_Date in google sheets yes. Its on DD/MM/YYYY.
lets say that its something like this:
Bob - bob@mail.com - $777 - 28/06/2024 - 28-06/2025(this is the renewdate) - 364(this is the datedif in days).
so when we get to 28/06/2025 i want a notification to be sent in slack with the information:
Bob [name] renew date has arrived. His email is bob@mail.com[mail].
Thats about it.
Ok great this makes life easier.
This is my google sheet now
This is my search function in MAKE
It finds when renewal date is today
then you can use any of the data from that row it finds to send out the email to bob.
Just remember run this once a day unless you add feedback to the google sheet and a filter in the search function so if the scenario runs again it doesn’t send another email.
Explained:
- Create a column called email sent in the google sheet
- After you send the email map the messageId from the email to the google sheets by using another module called update a row.
Now that we have this data we will add this to the search function
So even if you want to run this multiple times a day or run it on accident it will not send another email to Bob.
3 Likes
I ran into a problem:
and then i did this:
but now i dont know how to make it work since when i try to login using the advanced option
it returns this error:
Just sign in with Google much easier.
Use the account you used on the google sheet. @Jotapegs
1 Like
Ty, it worked nicely now.
i already tested and its ready for implementation.
i CANT express how happy i’m, ty.
Now im going to make a d-7 notification for my salesman, so they have some spare time to work… i made some modifications for it to trigger 7 days BEFORE the RENEW_DATE.
it looks like this:
{{formatDate(addDays(now; 7); ‘DD/MM/YYYY’)}}
is that right?
Looks right. looks when the days is 7 days from now. Great work!!!
