To create recurring jobs or tasks in iWorkflows, you need a Gmail account and a Zapier account. Once Gmail is linked to Zapier, you can create events in the Gmail calendar that automatically create workflow items in iPracticeHub.
Create and connect your Zapier account
Create a Gmail account for your practice (if you do not already have one).
Go to https://zapier.com/.
Log in to view the Zapier home page.
Connect Google Calendar and Gmail in Zapier.
Select Event start as the Trigger and Send email as the Action.
Click Make a Zap!.
Start the Zap setup
Click Use this Zap.
Click Continue.
Click Save + Continue.
Configure the Google Calendar trigger
Select the calendar from the dropdown list (e.g. your Gmail address).
Select the time setting and unit.
Click Continue.
Click Fetch and continue.
Click Continue again.
Click Continue once more.
Click Save and continue.
Configure the Gmail action
Fill in the Email, Subject, and Body fields.
Click Send test to Gmail.
Click Finish.
Go to the Zapier dashboard, select Zaps, and ensure your Zap is On.
Create the recurring calendar event
Log in to Gmail and open Calendar.
Create an event for the job you want to appear as a workflow (e.g. Invoicing).
Click Save. Zapier will automatically check your calendar and send an email to create the workflow item in iPracticeHub.