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Fires on a time-based schedule. Use it to run workflows at a specific date and time, or on a recurring cadence like every hour, daily, or weekly. Schedule triggers run against your contacts, so you can target specific segments with filters.

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When it fires

The trigger fires at the scheduled time. For one-time schedules, it fires once and stops. For recurring schedules, it fires on every interval until you deactivate the workflow or the end date is reached. When the trigger fires, it creates one workflow execution per contact that matches your contact filters. If no filters are set, it runs for all contacts in the workspace.

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Configuration

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Schedule mode

Choose between two modes:
ModeDescription
One-timeFires once at a specific date and time
RecurringFires repeatedly on a set interval

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One-time schedule

FieldRequiredDescription
Date & timeYesWhen the workflow should run. Must be at least 1 minute in the future.
TimezoneYesIANA timezone for the scheduled time (e.g., America/New_York, Europe/Amsterdam)

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Recurring schedule

FieldRequiredDescription
FrequencyYesHow often to run: minutes, hours, days, weekly, or monthly
IntervalDependsNumber of units between runs. For minutes, minimum interval is 5.
Cron patternAlternativeAdvanced: set a custom cron expression instead of using frequency/interval
TimezoneYesIANA timezone for the schedule
End dateNoOptional date when the recurring schedule stops running
Frequency examples:
FrequencyIntervalResult
minutes30Every 30 minutes
hours2Every 2 hours
days1Once a day
weekly1Once a week
monthly1Once a month
For minutes frequency, the minimum interval is 5 minutes to prevent excessive workflow executions.

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Contact filters

Narrow down which contacts the workflow runs for. Add filters to target specific segments instead of running for every contact in your workspace. Each filter has three parts:
PartDescription
FieldThe contact field to check (e.g., email, phone, tag)
OperatorHow to compare (equals, not equals, contains, is empty, etc.)
ValueThe value to compare against
All filters use AND logic — every filter must match for the contact to be included. No filters: If you don’t add any filters, the workflow runs for every contact in the workspace.

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Data available

When this trigger fires, the following data is available as variables in your workflow:
VariableDescriptionExample
{{contactId}}The contact’s unique IDa1b2c3d4-e5f6-...
{{firstName}}First nameJohn
{{lastName}}Last nameDoe
{{phone}}Phone number in E.164 format+14155551234
{{email}}Email addressjohn@example.com
{{businessName}}Company nameAcme Inc

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Schedule status

After publishing a workflow with a schedule trigger, you can see the schedule status on the workflow:
FieldDescription
Next runWhen the workflow will fire next
Last runWhen the workflow last fired
ActiveWhether the schedule is currently running
Deactivating the workflow pauses the schedule. Reactivating it resumes from the next scheduled time.

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Use case examples

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One-time campaign blast

Send an SMS to all contacts tagged “promo-list” at a specific date and time.
  1. Trigger: Schedule (One-time) — January 15, 2026 at 10:00 AM EST
    • Filter: Has tag → equals → “promo-list”
  2. Action: Send SMS
    • Message: “Hi {{firstName}}, we have a special offer for you! Reply YES to learn more.”

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Daily follow-up calls

Call contacts who haven’t been reached yet, every day at 9 AM.
  1. Trigger: Schedule (Recurring) — Daily at 9:00 AM
    • Filter: Has tag → equals → “needs-call”
    • Filter: Has tag → not equals → “called”
  2. Action: Voice call — Sales agent
  3. Action: Update contact — Add “called” tag

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Weekly check-in SMS

Send a weekly check-in message to active customers.
  1. Trigger: Schedule (Recurring) — Weekly, Monday at 10:00 AM
    • Filter: Has tag → equals → “active-customer”
  2. Action: Send SMS
    • Message: “Hi {{firstName}}, hope your week is off to a great start! Let us know if you need anything.”

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Monthly renewal reminder

Email customers 30 days before their subscription renews.
  1. Trigger: Schedule (Recurring) — Monthly
    • Filter: Has tag → equals → “renewal-due”
  2. Action: Send email
    • Subject: “Your subscription renewal is coming up”
    • Body: “Hi {{firstName}}, your subscription renews next month. Let us know if you have any questions.”
  3. Action: Update contact — Remove “renewal-due” tag