Set the exact time for the automation rule work

Use the Time field to choose when an automation rule should run.

Available options:

• After the event
• Before the event
• Exact time

If an item moves to a stage after the scheduled time, the automation rule runs immediately.

Automation rules can perform an action with a delay of several minutes if several automation rules are running at the same time.

How to fill time in element fields with an automation rule

Some automation rules update fields automatically. For example, the Create task automation rule can set a task deadline. You can now specify both the date and the exact time.

For example, you can create the Plan activity automation rule for deals. The rule creates an activity for a manager to prepare an estimate. The deadline is set to two days after the client meeting at 12:00.

Specify the exact time in the Time field.

The selected time appears in the deal timeline.

Configure a time range in automation rule conditions

You can add a time range to a condition to run an automation rule only for specific items.

For example, you can create the Send SMS to customer automation rule for deals. If a deal is created outside working hours, from 8:00 PM to 8:00 AM, the rule sends a message that the customer will be contacted the next day.

To configure this condition:

1. Click Add condition.
2. Select Deal > Time created.
3. Select In range.
4. Enter the required time range.

If the range covers two calendar days, add two separate ranges.