How do I fire the automation at a specific date and time?
Use the Specific date and time mode of the Timer step: the automation holds each contact until the exact moment you pick (for example, Aug 12 at 10:00) and only then moves to the next step. This is different from the other Timer modes, which wait a relative amount of time (from now, from an appointment, or from a date field).
Role: any member with workspace access.
Before you start
- An automation with the step that should happen at that date already in place (e.g. the message to send).
Steps
- On the automation canvas, click the + where the wait should go and pick Timer.
- On the Timer card, click Define timer.
- In the Type step, select the Specific date and time card and click Continue.
- Fill in Date and Time with the target moment. The timezone being used is shown right below the fields (e.g.
Timezone: America/Sao_Paulo (GMT-3)) — it is your computer's timezone. - Click Close. The Timer card now shows the chosen date and time.
- Recommended: also connect the Timer's If the date has passed output to a next step. Contacts that enter the automation after the date leave through it.
What happens once the date has passed
The date is a one-off: after it passes, every new contact reaching the Timer goes straight through the If the date has passed output — the automation never fires the next step at the wrong time. If that output is not connected, the contact stops there.
So you can spot it on the canvas, the Timer card shows a Date has passed warning once the chosen moment is behind you, and the same warning appears when you reopen the configuration.
Contacts already waiting inside the Timer are not affected: they continue at the scheduled time.