How do I create an Automation to send an email notification when a Contact has been sitting in a Status for a certain amount of time?

This Time-based Automation is helpful if you want to notify a team member about a Contact's Status that has not changed in a while, or if you want to check in with the Contact about their interest in moving forward.

Prior to setting up this Automation, create an Email Template.


  1. Choose the "Time based" trigger type
  2. Select the "Contact" trigger record
  3. Run this automation: "X " (Where X is the amount of time in Minutes, Hours, Days, Weeks, Months, or Years) "After" "Date Status Changed"
  4. Select +Add Condition
    1. If Status is equal to "Select appropriate status
  5. Check the radial for "Require all conditions to be true"
  6. Select +Add Action
  7. Choose the "Send Email" Action
  8. Select the appropriate Email Template from the drop-down menu, add your recipient(s), and then Save
  9. Save the Rule when you are finished

Automations Time - Recipe 01

Automations Time - Recipe 01 Action