Use Cases
- Automatically adjust close dates for sales opportunities
- Ensure compliance with project deadlines
- Reduce manual entry errors in date management
How It Works
Trigger the workflow manually to start the process Check if the close date is in the correct format using regex Set the close date to a specific date if valid Adjust the close date to three weeks later if invalid Complete the workflow with a no-operation step
Setup Steps
- 1Import the workflow template into n8n
- 2Manually trigger the workflow to initiate the process
- 3Ensure the Close Date field is populated for testing
Apps Used
Salesforce
Google Sheets
Trello
Categories
Target Roles
Industries
Tags
#workflow management
#process automation
#notifications