Hi everyone!
I created an Automated Action that sends an email if an Opportunity in the CRM is Open and if the Expected Closing date has been reached, as seen below. However, with the Automated Action I can only send this a single time once the data has passed, but I would like to keep sending the email if the Expected Closing date is not updated.
I thought on using Scheduled Actions, but the logic is not the same (see image below). - there's no field "Action to Do" where I can select "Send Email" nor there is the "Apply on" field where I can apply the same filters. Is there a way to perform what I want once the Expected Closing Date has been reached and then keep re-sending weekly emails until the filtering criteria is not matched? Or, is there a way to "re-run" the Automated Action weekly, and not only when the trigger happens? Can I do it directly by using Python Code on the Scheduled Action?
Any help on how to solve this or on other ways to approach it are very welcomed!
Thank you!