The "Date Time Calculation" action from the Workflow Calculations app by Integration Glue is designed to perform advanced date and time calculations within HubSpot workflows. This action allows you to manipulate and calculate date-time values by adding or subtracting specific amounts of time, making it ideal for automating processes based on precise time intervals.
In a workflow, you might use this action to adjust the expected delivery date of a product by adding 7 days to the order creation date. Alternatively, you could subtract 2 hours from a scheduled meeting time to set a reminder to send an email notification before the meeting starts.
This action is ideal for scenarios where precise timing is critical, such as deadline management, event scheduling, or customer follow-ups.
Property to Start From requires you to select the date-time property that will be used as the starting point for the calculation (e.g., Deal Created Date, Last Contacted Date).
Property to Set is the date-time property you created where the calculated result will be stored (e.g., Next Follow-Up Date, Appointment Date).
Years Specify the number of years to add or subtract from the starting date-time. Positive values will add years, and negative values will subtract years.
Months specify the number of months to add or subtract from the starting date-time. Positive values will add months, and negative values will subtract months.
Days is the number of days to add or subtract from the starting date-time. Positive values will add days, and negative values will subtract days.
Hours is the number of hours to add or subtract from the starting date-time. Positive values will add hours, and negative values will subtract hours.
Minutes specify the number of minutes to add or subtract from the starting date-time. Positive values will add minutes, and negative values will subtract minutes.
Here’s a step-by-step guide on how to set up the "Date-Time Calculation" action in HubSpot Workflows using the Workflow Calculations App by Integration Glue:
Step 1: Create or Open a Workflow
- Go to the Automation tab and click on Workflows.
- Click on Create workflow or open an existing workflow where you want to add the Date-Time Calculation action.
- Select the appropriate workflow type (e.g., Contact-based, Deal-based, etc.).
- Set the trigger criteria for your workflow (e.g., when a deal is created, when a contact reaches a certain stage, etc.).
Step 2: Add the "Date-Time Calculation" Action
- After creating your custom properties and selecting your triggers, click the + button to add an action.
*If you don't know how to create custom properties click here - On the action side bar drop down, scroll down and look for the "Workflow Calculation Actions App".
- A drop down list of actions will appear. Select the Date-Time Calculation action from Integration Glue.
- Click Save to add this action to your workflow.
Step 3: Configure the Date-Time Calculation Action
Property to Start From
- Choose the date-time property that will be used as the starting point for the calculation.
- This can be an existing property
Property to Set
- Select the date-time property where the calculated result will be stored.
- This could be an existing property (e.g., Next Appointment Date) or a custom property where you want the result to appear.
Years
- Specify the number of years to add or subtract from the start date-time.
- Use a positive number to add years, and a negative number to subtract years.
Months
- Enter the number of months to add or subtract from the starting date-time.
- Positive numbers will add months, and negative numbers will subtract months.
Days
- Input the number of days to add or subtract from the starting date-time.
- Positive values will add days, and negative values will subtract days.
Hours
- Specify the number of hours to add or subtract from the starting date-time.
- Positive numbers will add hours, and negative numbers will subtract hours.
Minutes
- Input the number of minutes to add or subtract from the starting date-time.
- Positive values will add minutes, and negative values will subtract minutes.
Step 4: Review and Save
- Double-check all the fields to ensure the settings are correct.
- Click Save to confirm the action settings.
Step 5: Test the Workflow
- After saving the workflow, publish it and trigger it (e.g., create a new deal or contact that meets your criteria).
- Check the Property to Set field in your HubSpot records to verify that the calculated date-time is correct.
- Test different configurations (e.g., adding/subtracting years, months, hours) to ensure the calculations are accurate.
Step 6: Use the Calculated Date-Time for Further Actions
- Use the calculated date-time in subsequent workflow actions (e.g., to send reminder emails, set up follow-up tasks, or schedule appointments).
- Display the calculated date-time in your HubSpot reports or dashboards for better tracking and scheduling.