Setting up a schedule action integration

Updated 4 months ago by Abhiram

You can set up a scheduler to start a new item in a process using time-based triggers. 

After starting an integration, select Schedule Action.

Actions can be scheduled Daily, Weekly, Monthly, or Yearly.

Daily triggers

By default, this scheduler will trigger daily at the time that you enter.

The time you choose is associated with the time zone you selected in your settings. If you have not selected a setting, it will default to the account settings. At the bottom of the scheduler box, it will display the time in UTC (Coordinated Universal Time). 

If you click Show advanced options, you will have additional settings. 

  • You can select how often the scheduler runs based on the number of days. 
  • You can select when the scheduler should end:
    • Never: The trigger will never end.
    • On: The trigger will end at a scheduled calendar date.
    • After n occurrences: The trigger will end after a specified number of runs.

Weekly triggers 

On the weekly scheduler, select the days of the week you want the scheduler to run, and also the time. 

When you click Show advanced options, you’ll be able to define:

  • how often the scheduler runs
  • when the scheduler should end

Monthly triggers

Select the day of the month you want the scheduler to run and also the time. 

If you select 29, 30, or 31 the scheduler will only run on months that have that many days. Select Last day of the month to make sure it happens every month. 

When you click Show advanced options, you’ll be able to define:

  • the frequency
  • when the action should end

Yearly triggers

Select the month, date, and time you want the scheduler to run.

Starting a new item

After setting up the scheduler, click the Add button () to start a new item in your process. On the left side you will see a dropdown of possible fields in the process you want to initiate. On the right side, you can enter relevant values to map to the selected field.

When the trigger fires, this integration will take the data you have mapped and create and submit a new item into the workflow.


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