What can a Scribble automation be triggered by?
Date-card rules support Birthday, Work anniversary and A date you imported. For an event in another app, such as a closed deal or new order, use an inbound hook under Integrations; it runs when your system POSTs the request.
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#Birthday
Matches the month and day each year. Scribble stores no birth year. February 29 uses February 28 in non-leap years. See birthday cards.
#Work anniversary
Matches the month and day of the full start date each year. {{years}} contains the completed year count when it is greater than zero. See work anniversary cards.
#A date you imported
Enter the custom field name, such as renewal_date. Use full dates in YYYY-MM-DD format. A yearly rule matches the month and day; turn recurrence off to match the full date once.
#An event from your own system
Create the hook under Integrations, in Send a card from anything. Set the message template, design, sender and handwriting on the hook. The incoming payload can override the message and handwriting.
An event trigger selected on a date-card rule does not connect your app or run on the daily schedule. The inbound hook has its own settings. Follow the hook guide.
#Common questions
- Can one rule watch two date fields?
- No. Create a separate rule for each trigger.
- Can I filter on deal value?
- Apply that condition in your CRM or automation tool, then send the hook request only when it is met.
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