Time Based Trigger
D
Daniel Ndaya
A time-based trigger in a workflow builder is an event that starts or schedules an action based on a specific time condition rather than an immediate user action.
In simple terms: instead of "something happens right now when a user clicks or submits," a time-based trigger says "do this at a certain time or after a certain delay."
Examples of time-based triggers:
Exact date/time → e.g., "Send this email on September 20th at 10:00 AM."
Relative delay → e.g., "Wait 3 days after a student signs up, then send a reminder."
Recurring schedule → e.g., "Run this workflow every Monday at 9:00 AM."
Time window rules → e.g., "Only trigger during business hours."
Why it matters:
Automation → lets you automate follow-ups, reminders, or recurring tasks.
Personalization → ensures actions happen at the right moment in a customer or student journey.
Efficiency → reduces manual scheduling or checking.
⚡So in short:
A time-based trigger kicks off (or schedules) an action in a workflow based on time conditions, not user interaction.
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D
Divyam Bhadoria
Merged in a post:
Workflow Scheduler
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George Bronson
Would be awesome to go beyond triggers, to have robust scheduling options for workflows. It would avoid a ton of wait steps that seem could be troublesome. I'm finding it difficult just to send out a scheduled blast message to a group of contacts.
This goes along with a vital need to specify a smart list to dynamically feed a workflow.
D
Divyam Bhadoria
Merged in a post:
Schedule Trigger
M
Mark Torres
I'd like to run a Workflow on a schedule.
So, the Trigger would have the time value (8am, 1pm, etc.) stored in the same Trigger or in individual Triggers, and when the time matches the value of the Trigger, the Trigger activates and the workflow starts.
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Seth Wixtrom
This would be massively helpful. There are lots of situations where you want something to happen independent of a contact. I have had to massively hack workflows to get them to function in a time-based way.
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Farhad Moradi
This is very useful. Prasoon Dadhich I need to send an event reminder WhatsApp template to my smart list. As the smart lists are updating based on the filters, we never know the final list to schedule workflow by selecting the contacts in advance. Scheduling the workflow to run on a specific date and time can then get everyone in the smart list and sends them the message.
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Prasoon Dadhich
Farhad Moradi How will the smart list enter the workflow here. For eg the Scheduler is set to fire on Monday 10AM. How the contacts in the smart list will enter the workflow through the trigger?
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Farhad Moradi
Hi Prasoon Dadhich . At the moment I don't believe there is any option to add smart list from the workflow or maybe I am missing it?
I have created my workflow without any trigger. Then I went to the smart list and selected everyone in that list to add them to the workflow on Monday 10AM. I am requesting to have an option in the smart list similar to the attached.
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Prasoon Dadhich
Farhad Moradi In the smart list we can select all the contacts and then add it to any workflow
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Farhad Moradi
Prasoon Dadhich will it include the contacts being added to the smart list after I schedule it?
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Prasoon Dadhich
Farhad Moradi No it wont add the contacts to the smartlist, what I shared was a way from the "Contacts" tab to add selected users into the workflow
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Prasoon Dadhich
Hi George Bronson, can you please share few examples of what all actions you would like to take when the the workflow has triggered on the schedule time
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Prasoon Dadhich
Hi Mark Torres, can you please share few examples of what all actions you would like to take when the the workflow has triggered on the schedule time