Workflow Scheduler Trigger

The Scheduler trigger starts a workflow on a clock (daily/weekly/monthly/intervals or one-off dates), not from a contact event. It’s ideal for reports, integrations, webhooks, and other contactless automations. For workflow basics and trigger conventions, see the Workflow Builder Walkthrough and A List of Workflow Triggers.

Overview

Use Scheduler to run automations:

• at a specific time every day,

• on an Nth weekday (e.g., 2nd Friday, 4th Monday),

• on fixed intervals (every X hours/days),

• on weekly or monthly patterns, or

• once at a specific date/time.

The trigger respects your account timezone, optionally skips weekends, and can stop after a date you set. A built-in Check Trigger Schedule preview shows the next 5 run times based on your settings—so you can validate before publishing.

Access & Availability

• Where: Automations → Workflows → Add Trigger → Scheduler.

• Availability: Scheduler is generally available to any user who can add triggers.

Key Concepts

• Contactless trigger. Scheduler runs without a contact in context.

• Contact-based actions are skipped. If the workflow contains a contact-only action, it won’t run; the execution log will clearly indicate it was skipped (no contact present).

• Single trigger per workflow. Scheduler is mutually exclusive with other triggers in the same workflow (if Scheduler is present, you can’t add another trigger, and vice-versa).

• Timezone aware. All run times honor your account timezone.
  
  

Set up the Scheduler

1. Add the trigger
   Automations → Workflows → Add Trigger → Scheduler.

2. Choose an interval type

• Custom (Nth weekday like 2nd Friday / 4th Monday; also supports multiple times)

• Daily (one or more times in a day)

• Weekly (choose days of week + time)

• Monthly (choose day 1–31 or Last + time; months with <31 days use the last day)

• Set the time(s)
  Pick one or multiple times of day.

• Advanced settings (optional)

• Skip Weekends: avoids Saturday/Sunday runs.

• Stop After: end date/time after which the trigger stops firing.

5. Preview next run times
   Click Check under check trigger schedule to see the next 5 executions based on your configuration.

6. Add actions
   Add contactless steps like webhooks, app integrations (Slack, Asana, Airtable, Google Sheets), internal emails/SMS to teammates, custom value updates, or task creation.

7. Publish
   Scheduler won’t run until the workflow is Published.

Example Use Cases

• Daily ops report to Slack at 9:00 AM on weekdays (Skip Weekends ON).

• 2nd Friday billing reconciliation at 6:00 PM each month.

• Every 4 hours: call a webhook to sync data into Google Sheets.

• Weekly task assignment every Monday 8:00 AM to your team.

Notes & Limitations

• Contactless only. Actions requiring a contact are skipped with a clear message in Execution Logs.

• One trigger only. Scheduler cannot coexist with other triggers in the same workflow.