Scheduled triggers allow you to start a flow based on a specific date and time—ideal for automating reminders, announcements, or recurring workflows. In this article, we'll walk you through how to set up this type of trigger and use its repeat and filter options effectively.

Scheduled date and time trigger

The “Scheduled date and time” trigger lets you automatically trigger this workflow at a predefined date and time. You can also configure the trigger to repeat at regular intervals—daily, weekly, monthly, or yearly. This is especially useful for:

• Sending appointment or payment reminders
• Running routine broadcasts (e.g. newsletters, tips)
• Automating internal workflows on a regular cadence

Set up the "Scheduled date and time" trigger

1. Click on the Scheduled date and time trigger node to open up its node form, which will appear on the right side of the screen

2. The node form contains the following fields for you to set up the trigger:

• Set up
  • Trigger date: Select the specific date when you want the flow to trigger and run.
  • Trigger time: Set the exact time when the flow should be activated.
  • Repeat: Choose if the flow should run at repeated intervals. Options include: 
    • Daily: Flow runs once every day at the selected time
    • Weekly: Select one or more weekdays (e.g. Mon, Wed, Fri)
    • Monthly: Choose a specific day of the month (e.g. 15th). You can specify which day of the month you would like to trigger this workflow. If the selected day doesn’t exist in a future month (e.g. 29th, 30th, or 31st), the flow will not run that month.
    • Yearly: Runs once a year on the specified date and time

• Filter
  • Enrollment conditions: When toggled on, you can set specific conditions at the “Filter” tab that the customer must meet in order to be enrolled into the flow

Custom object schedule date and time

The “Custom object schedule date and time” trigger lets you automatically start a flow based on a specific date or date/time property from a custom object. This makes it easy to automate actions that need to happen at precise moments linked to your records.

This is especially useful for:

• Sending booking or shipment reminders
• Triggering follow-up messages after a customer’s purchase
• Automating renewal notifications for subscriptions or memberships

Set up the "Custom object schedule date and time" trigger

1. Click on the Custom object schedule date and time trigger node to open up its node form, which will appear on the right side of the screen

2. The node form contains the following fields for you to set up the trigger:

• Set up tab
  • Custom object: Select a custom object. If no object is created, you can refer to this Help Center article to create a custom object
  • Object property: Select the date/time property within the chosen custom object. This property will be used to trigger the subsequent nodes in the flow. If the selected custom object does not have an existing date/time property, you will not be able to make a selection.
    
  • Trigger date: Choose whether the trigger should activate on the exact property date or set it to trigger before or after that date
  • Trigger time: Configure whether the trigger should execute at the time specified in the property, before or after the property time, or at a custom time
  • Repeat: Choose if the flow should run at repeated intervals. Options include: 
    • Daily: Flow runs once every day at the selected time
    • Weekly: Select one or more weekdays (e.g. Mon, Wed, Fri)
    • Monthly: Choose a specific day of the month (e.g. 15th). You can specify which day of the month you would like to trigger this workflow. If the selected day doesn’t exist in a future month (e.g. 29th, 30th, or 31st), the flow will not run that month.
    • Yearly: Runs once a year on the specified date and time
• Filter tab
  • Enrollment conditions: When toggled on, you can set specific conditions at the “Filter” tab that the customer must meet in order to be enrolled into the flow