This n8n workflow automates the process of managing and adjusting ‘Close Date’ fields based on specific conditions. It starts with a manual trigger for user initiation, then checks if the ‘Close Date’ matches a certain pattern using a regex condition. If the date matches, the workflow either sets the ‘Close Date’ to a new date exactly three weeks later or restores it to its original value, depending on the logic flow. The workflow employs nodes such as ‘Set’ to update date fields and a ‘NoOp’ node for placeholder or process stabilization. It is practical for CRM or project management scenarios where date adjustments are frequently needed based on pattern recognition or specific conditions, enabling automated updates to sales or project close dates.
Automated Close Date Adjustment Based on Pattern Matching
Node Count | 6 – 10 Nodes |
---|---|
Nodes Used | if, manualTrigger, noOp, set |
Reviews
There are no reviews yet.