How to change a date format or count days between dates in a workflow

Step by step

Change the format of a date

1. Open the workflow and click the + where you want to process the date.
2. Choose Date/Time Formatter.
3. In Type, choose Format Date (date only) or Format Date-Time (date with time, for example the appointment start).
4. In Field, pick the source: a specific date, the current date, a contact date field, appointment start or end, a custom value or inbound webhook data.
5. In From Format, confirm the detected format. For custom values and webhooks, pick manually the format the date arrives in.
6. In To Format, choose how you want the date to look (e.g. month/day/year, or long form).
7. Click Save Action.
8. In the following actions (SMS, email, update field), insert the formatter's variable from the dynamic fields list.

Count the days between two dates

1. Add Date/Time Formatter and, in Type, choose Compare Dates.
2. In Start Date, pick the first date (e.g. current date) and confirm its format.
3. In End Date, pick the second date (e.g. due date, from a contact field) and confirm its format.
4. Click Save Action. The result is the number of days of end minus start (negative if the end date has already passed).
5. Use the result in an If/Else (e.g. "days is less than 3" → send reminder) or in a message.