Time-triggered WORKFLOWS and
Hi,
I'm trying to evaluate ZOHO and i've come across the following issue (might be because of the edition, but nonetheless).
Workflows sent to Contacts:
- when invoice is due on certain date (in the future)
- invoice status is unpaid
==> send email to main contact with notification about the outstanding invoice.
For now, I can only send such emails to users and/or an additional email address, but the CRM would not dynamically target contacts already in.
Also, the date should also be dynamic - such as:
If date = Invoice Date + 30 days (or 1 month).
Can you please advise of a workaround, if available?
Thank you.