How to Configure Date Add/Subtract Actions in HubSpot Custom Workflows

Purpose

The goal is to automate flexible date calculations within workflows—something that can be difficult with HubSpot's standard features. By calculating dates such as "X days later" or "X days ago" based on existing date properties and storing the values in fields, you can improve the accuracy of task and deadline management.

Use Cases

This action can be utilized in the following scenarios:

• Automating Next Follow-up DatesAdd "4 days" to the "Last Contacted" date and automatically populate the "Next Contact Date" property.
• Creating Contract Renewal AlertsAdd "365 days" to the "Contract Start Date" (or subtract "30 days" from the "Contract End Date") to create a trigger date for sending renewal notices.
• Managing Trial ExpirationsAdd "14 days" to the "Trial Sign-up Date" to automatically calculate the trial end date and record it in a property.

Configuration Steps

1. Add and Select the Action

In the workflow editor, click the "+" button to add an action. Select "Custom Workflow Starter" from the app list, then click "Date Add/Subtract Action v2" from the action list.

2. Select the Base Date Property

Once the settings screen opens, select the date property to serve as the basis for the calculation.

• Date property: Enter the property name (e.g., Last Contacted) in the search bar and specify the target property.

3. Enter Days to Add or Subtract

Next, enter the numerical value for how many days you want to shift the date.

• Add/Subtract: Enter a number.
  • To Add: Enter a positive integer (e.g., for 4 days later, enter 4).
  • To Subtract: Enter a negative integer (e.g., for 4 days ago, enter -4).Click "Save" when finished.

4. Add an Action to Save the Calculation Result

To reflect the calculated date in a contact property, add the next action.

• Select Action: Choose a standard HubSpot action like "Edit record".
• Property to Update: Select the date property where you want to save the value (e.g., test_date).

5. Apply Action Output

In the value setting for the update, dynamically reference the result calculated earlier.

• Look for the Dynamic value icon or the "Action outputs" section in the input field.
• Expand "1. Date Add/Subtract Action v2".
• Select "Calculated Date".This will automatically apply the date calculated in Step 3. Click "Save" to finalize the action.

6. Verify Operation

Activate the workflow or perform a test run. Check the activity log of the target record to confirm that "Date Add/Subtract Action v2" succeeded and that the subsequent "Edit record" action has written the correct date (e.g., original date + 4 days) to the property.

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