How to Schedule Repeating API Workflow?

[JustinC]

How can i schedule a repeating workflow for the life of the User on a monthly basis at a specific date/time?

[Bubbleboy]

I use Zapier…they have a ZAP for that

[JustinC]

Yes but if you want to have it scheduled on the same date the user signed up, i.e. Monthly, how can you do this inside of Zapier?

Seems you can only run it on a monthly basis at a fixed date, for example the 1st of every month, which doesn’t take into consideration when the user signed up.

[scott3]

You can schedule a recurring event after the creation of something, which would mean it’s scheduled in the future at that date. In the example below my workflow is scheduled daily, but there’s the monthly option shown.

You can verify they’re set in the scheduler - shown below. In this case I bulk scheduled these on my existing records which is why the times appear very close to one another.

Showing another example in the server logs, of creating a similar type (campaign event) and scheduling recurring event on it.

[JustinC]

What about cancelling the scheduled workflows / events when the user cancels their subscription?

How can you cancel all of the events / schedules? Is it possible?

Basically my instance is the user signs up and they get monthly credits applied to their account ($20/mo) for the life of their subscription… it should begin on the signup date and recur on a monthly basis thereafter. When the user cancels it should also cancel all of their ‘credits’ so that no more credits are applied to their account.

[StevenM]

I am not sure, but this may help answer your question. I have not yet used the Cancel workflow option, but will soon.

[New Feature] Scheduling improvements

We just added a few things to our scheduling system. We have now an action to cancel a scheduled workflow. It takes a scheduling ID and cancels it. You can get the scheduling ID as the result of a scheduling action (and for instance store in the database if needed). Or you can use 2)… We added a view in the editor to see all the upcoming scheduled actions after a certain date (today by default). You’ll see the list of workflows with their ID, the time, which API Workflow and the data that …

[scott3]

Here’s the solution - had to do a bit of digging myself, as it’s non intuitive

[New Feature] Recurring workflows

Users have asked for the ability to run workflows periodically for a while now. We just deployed this ability for users on a paid plan (as this requires using the API section of the Editor). Here is how it works. You can now create Recurring Events in the API page (after you’ve activated the Workflow API for your app). Unlike API Events, these workflows cannot be triggered through a POST request, but can be used in a “Set/cancel a recurring event” (see below). Such a workflow has to take a da…

Essentially, run the recurring event workflow on the item with a frequency of ‘none’.