Solved

Duplicate a deal 6 months before it closes

  • 15 August 2023
  • 2 replies
  • 11 views
V

Hello,

I’m trying to create an automation to duplicate a deal once its 6 months or less from closing. 

I’ve created an automation with the following trigger:
`Close Date` - `equals` - `Use a Formula` - `DATEADD(close_date, -180)`

I’ve also tried the formula `DATEADD(GETVALUE(close_date), -180)`

I’ve tested this a number of times and so far the new deal has not successfully been created. I’m wondering if I’m doing something wrong in the formula or maybe something else is off?

Here’s the action that tries to create the duplicate:

 

Thanks for the help!

icon

Best answer by vanceism7 15 August 2023, 01:22

View original

2 replies

V

Doh wait up, I just realized the error of my ways. The formula should be

`Close Date` - `equals` - `Use a Formula` - `DATEADD(CURRENTDATE(), 180)`

Haven’t tested it yet but thats surely what the issue is

Michelle from Copper
Rank
Userlevel 7
Badge +7

@vanceism7 looks like you got to the bottom of it! That’s exactly how I would set up the trigger.

(For anyone passing by--this trigger says: each day, take a look at every Opportunity. If its close date is is 180 days from today, do Action 1)

Unfortunately with “check once a day” we can’t test it on-demand. So you’ll need to keep an eye on any Opportunities that are coming up on that 180-day mark in the new few days. Let me know how it goes!

- Michelle from Copper

Reply


Terms & ConditionsCookie settings