Active

When Time in Proposal Sent > 14 days and 2 conditions match, run 2 steps. Locked projects are skipped.

Back

TriggerLifecycle

Stage / status

Days

Fires when: Time in Proposal Sent > 14 days

then check

Conditionsall must match

and

then do

1Create task· Task for salesperson: call client

Title

For

Due in (days)

2Notify· Notify owner (In-app + push)

Who

Channel

End · exits on: reply, stage change, project locked, do-not-contact

Name

ActiveFires on matching events. Paused keeps enrolled records in place.Skip locked projectsNever act on Billed / Closed work unless explicitly allowed (PRD T46).Business hours onlyHold emails/SMS until Mon–Fri 7:30am–5:00pm CT.

Runs64

Failures0

Last run11h ago

StepsCreate task, Notify

Failed steps retry 3× with backoff, then surface in Inbox. Reversible runs can be undone from the run log.

Active

Variables you can use

Active

Variables you can use