Dynamic Close Date Management & Validation
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This n8n workflow intelligently validates "Close Date" fields in your data. It automatically sets a new future date if the existing one is invalid, ensuring your critical dates are always accurate and consistent.
About This Workflow
In sales and project management, accurate close dates are crucial. This n8n workflow addresses the common challenge of inconsistent or missing date formats by providing a robust solution for dynamic close date management. It first receives a "Close Date" and performs a quick validation to ensure it follows a standard YYYY-MM-DD format. If the date is correctly formatted, the workflow proceeds with the original date. However, if the format is invalid or missing, the workflow automatically calculates and sets a new "Close Date" three weeks into the future, providing a proactive approach to managing deadlines and preventing data inconsistencies. This ensures your pipelines and projects stay on track with reliable date information.
Key Features
- Conditional Date Validation: Automatically checks if a "Close Date" field adheres to a specified format (e.g., YYYY-MM-DD).
- Automated Future Date Setting: If the existing date is invalid, a new "Close Date" is calculated and set to three weeks from the current date.
- Data Standardization: Ensures all "Close Date" fields conform to a consistent format, improving data quality and reporting.
- Flexible Integration: Easily adaptable to receive "Close Date" data from various sources like CRMs, spreadsheets, or other applications.
How To Use
- Trigger Node (
On clicking 'execute'): Replace this manual trigger with your desired data source (e.g., a CRM node like Salesforce, HubSpot, or a spreadsheet node) that provides the "Close Date" information. - Initial Data Node (
Set Close Date): This node currently provides a sample "Close Date" for demonstration. In a live scenario, you'll likely remove or disable this node, as the "Close Date" will come directly from your trigger or a preceding data enrichment node. - Conditional Check (
Check for Close Date): This node validates the "Close Date" format using a regex (/\d\d\d\d-\d\d-\d\d/i). Adjust the regex if your required date format differs (e.g.,MM/DD/YYYY). - "Valid Date" Branch (
Set Close Date To Original): This path executes if the date is valid. Currently, it references the sample date. To pass through the actual valid date from your incoming data, change thevalueexpression to{{$json["Close Date"]}}. - "Invalid Date" Branch (
Set Close Date 3 Weeks Later): This branch automatically calculates and sets a new "Close Date" 21 days from today. You can modify the+ 21in the expression to any desired number of days for your specific business logic. - Final Output (
NoOp): Connect the output of the "Valid Date" and "Invalid Date" branches to your next action, such as updating a CRM record, sending a notification, or logging the standardized date.
Apps Used
Workflow JSON
{
"id": "f9f5c988-f1dc-4f7c-b8a6-342db8cedf87",
"name": "Dynamic Close Date Management & Validation",
"nodes": 25,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: f9f5c988-f1dc...
About the Author
DevOps_Master_X
Infrastructure Expert
Specializing in CI/CD pipelines, Docker, and Kubernetes automations.
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