Configuring “Schedule” trigger nodes

Learn how to set up scheduled date and time trigger in your flow

Written By Ray Tang (Administrator)

Updated at August 20th, 2025

Scheduled triggers allow you to start a flow based on a specific date and time—ideal for automating reminders, announcements, or recurring workflows. In this article, we'll walk you through how to set up this type of trigger and use its repeat and filter options effectively.

ℹ️ Learn more about flow triggers and how to set up enrollment conditions in this article: Flow trigger overview

 

Scheduled date and time trigger

The “Scheduled date and time” trigger lets you automatically trigger this workflow at a predefined date and time. You can also configure the trigger to repeat at regular intervals—daily, weekly, monthly, or yearly. This is especially useful for:

  • Sending appointment or payment reminders
  • Running routine broadcasts (e.g. newsletters, tips)
  • Automating internal workflows on a regular cadence

Set up the "Scheduled date and time" trigger

  1. Click on the Scheduled date and time trigger node to open up its node form, which will appear on the right side of the screen

 

  1. The node form contains the following fields for you to set up the trigger:
  • Set up
    • Trigger date: Select the specific date when you want the flow to trigger and run.
    • Trigger time: Set the exact time when the flow should be activated.
    • Repeat: Choose if the flow should run at repeated intervals. Options include: 
      • Daily: Flow runs once every day at the selected time
      • Weekly: Select one or more weekdays (e.g. Mon, Wed, Fri)
      • Monthly: Choose a specific day of the month (e.g. 15th). You can specify which day of the month you would like to trigger this workflow. If the selected day doesn’t exist in a future month (e.g. 29th, 30th, or 31st), the flow will not run that month.
      • Yearly: Runs once a year on the specified date and time

⚠️ Note: If your trigger time doesn’t align with the recurrence settings (e.g. time falls outside the selected weekday), the flow will still run on the first trigger date and follow the recurrence pattern from there.

 
  • Filter
    • Enrollment conditions: When toggled on, you can set specific conditions at the “Filter” tab that the customer must meet in order to be enrolled into the flow

Tip: You can also use scheduled triggers based on contact property or custom object (date and time properties only) to build flows that run dynamically based on each customer’s individual data or custom objects. View more details from the following Help Center:

  • Configuring "Contact" trigger nodes