Custom date reminder triggers were previously limited to Contact date fields inside contact-based workflows. Useful - but it left a lot of date-driven automation opportunities off the table. If the date you needed to act on lived on an Opportunity, a Custom Object, or a Company record, you were stuck.

That restriction has been removed.

Custom date reminders now work with date fields across more record types. You can use Opportunity date fields in contact-based workflows, Custom Object date fields in custom object-based workflows, and Company date fields in company-based workflows.

How It Works

Custom date reminder triggers can now evaluate date fields based on the supported object in the workflow. In contact-based workflows, this includes Opportunity date fields. In custom object-based and company-based workflows, the trigger reads date fields from the same object the workflow is built around and starts the workflow when the reminder timing matches.

How to Use It

• Create or open a workflow for Contacts, Custom Objects, or Companies

• Choose a custom date reminder trigger and select the supported date field for that workflow type

• Set the timing for when the workflow should run - before, on, or after that date

Examples of What's Now Possible

• Trigger a contact-based workflow from an Opportunity close date to remind the contact before a renewal conversation

• Trigger a custom object-based workflow from a custom object expiry date to send an internal reminder when that record needs attention

Why It Matters

Date-driven follow-ups are some of the most valuable automations you can build - renewals, expiry reminders, milestone nudges. Previously, those automations only worked if the relevant date lived on a Contact record. Now you can automate date-driven follow-ups across more parts of your CRM without workarounds or manual intervention.

If you have any questions about custom date reminder triggers inside ESC Hub, the support team is here every day. Drop a message inside Escapepreneur Central.