Enhanced List Match Updates for Date-Based Automations

Date-Based Automations, Lists

What’s New?

We have added support for list match updates on date-based automations, ensuring that records are correctly matched when their associated dates are updated. Now, when a date-based automation is configured for any of the following fields, the automation step assignments will properly update based on the new date:

• Candidate:

  • Date Available

  • Birthday

• Job:

  • Start Date

• Placement:

  • Start Date

  • End Date

Why Does It Matter?

• Improved Automation Accuracy: Ensures that date-based automations dynamically adjust to updated record dates.

• Enhanced Workflow Consistency: Reduces the risk of records being mismatched or missing automation steps due to date changes.

• Optimized Efficiency: Automations now respond in real-time to updated dates, minimizing manual intervention and improving system reliability.

This update enhances automation flexibility and accuracy, ensuring that records remain properly matched to workflows as key dates change.