Hello,
I cannot figure out a good way to send an email when a record is “due”.
For example, I have a table like so. I would like to send out an email once the record becomes overdue. This has long been a request of Tulip users, but I am not sure if it is really possible yet with automations.
As of right now, I am thinking that I will need to do some fancy API logic in order to get a list of procedures due on an entire day, then loop through these on a scheduled automation. Am I understanding correctly that there is no way to schedule a trigger based on a column date?
Hi @danielpomeranz,
A couple of thoughts: this depends a bit on how urgent (i.e., does the email need to be sent daily, hourly, etc.). You can set up a scheduled event with a table API connector to that table and a query that looks for any due date that is expired.
I would utilize this article as a model for what would need to be done.
This won’t respond to the exact time when it is overdue BUT will give you some options. This model can also work for training, equipment, and anything with a due date.
Let me know your thoughts!
Sincerely,
Jake
Following. @jakerigos Thanks for the quick response. It is a bit of an awkward solution having to use the API like that, but I am super impressed with the quality and approach of these support articles. Absolutely love these case study examples, and I enjoyed looking through the others for ideas.
2 Likes
Thanks, @danielpomeranz - I appreciate the positive feedback on our articles.
The other simpler implementation is to take the query out and put it into the decision into the loop (like the example showed).
I agree that the ability to grab all the records from a table based on a simple query WITHOUT having to build a connector would be a better path.
Sincerely,
Jake
