Automated Overdue Ticket Task Alerts

Status: Closed · Asked by Echo Web Solutions on · 0 views

Echo Web Solutions — Question ·
Im trying to build something like the below using pabbly, is it possible?

Build an automated monitoring workflow using Pabbly Connect that audits active HubSpot ticket tasks and flags overdue items. The goal is to ensure I have clear visibility into backlog tasks at the start and end of every workday. This should send me an email in the morning saying what task are important for the day and I need to create another one in the end of the day to show me the overdue ones
Pabbly Support — Reply ·

Hello there,

Thanks for contacting us.

You can try below workflow method if the HubSpot Search a Ticket query returns the results based on your search criteria, then the use case is possible.

1. Morning Workflow (Daily Important Tasks)

  • Trigger: Schedule → Set to run every morning (e.g., 8 AM IST).

  • Action 1: HubSpot → “Search a Ticket” (filter by status = open/active).

  • Action 2: Filter → Only include tasks due today.

  • Action 3: Formatter → Format the list into a neat summary.

  • Action 4: Email (SMTP, Gmail, Outlook, etc.) → Send yourself an email with the list of tasks due today.

2. Evening Workflow (Overdue Tasks)

  • Trigger: Schedule → Set to run every evening (e.g., 6 PM IST).

  • Action 1: HubSpot → “Search a Ticket” (filter by status = open/active).

  • Action 2: Filter → Only include tasks where due date < today.

  • Action 3: Formatter → Format overdue tasks into a summary.

  • Action 4: Email → Send yourself an email showing overdue items.

Thanks & Regards,

Adeel Akhtar
🌐 Pabbly.com

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