Wait before the next step

Waits let a workflow follow up at the right moment: three days after an email, the day before a booking, or as soon as a client pays. You'll find them under Wait or branch when you add a step.

Wait for a set time or a dateCopy Anchor Link

1. Add a Wait for time step.
2. Under Wait for, choose how long, such as 3 days.
3. Or choose Wait until a date on the record, such as 1 day before the invoice due date. If that date has already passed, the next step runs right away.
4. Add the next step below it.

Wait until something happensCopy Anchor Link

1. Add a Wait until something happens step.
2. Under Event to wait for, pick one of the Common choices, such as Form submitted or Invoice paid.
3. Under Stop waiting after, choose a time limit, or Never, wait as long as it takes.
4. Add steps to each path: the one for when it happened, and Not within your time limit.

You're done when each path below the wait has the steps it needs, and a test shows both paths.

Example: follow up if a lead doesn't bookCopy Anchor Link

1. Starting point: Form submitted, for your inquiry form.
2. Send my booking link.
3. Wait until something happens: the appointment is booked, stop waiting after 2 days.
4. On the Not within 2 days path: Create a task for you to call them.

Good to knowCopy Anchor Link

• A wait matches the right client automatically. Leave the advanced matching settings as they are unless you are sure.
• A waiting run says exactly what it's waiting for on the Runs tab, such as "Waiting for Olivia Bennett to book a time".
• Wait for time can end at night or on a weekend. For a reminder the day before a booking, wait until a date on the record instead.
• To start a whole workflow at a set time every week, use a schedule. See Run a workflow now or on a schedule.

RelatedCopy Anchor Link

• Split into paths
• Connect workflows and Smart Flows