Use the Birthday Assistant to Run a Birthday Workflow

The Birthday Assistant will now trigger a workflow! 🥳

This will allow you to do more with the Birthday Assistant, including send texts, changing the time of the email sending, have multiple emails go out, etc.

Important Note:

*The workflow option will only work for the primary contact.

You will want to use the Email Template or Birthday Reminder To-Do options if you want both the primary contact and the other contact included in the birthday assistant actions.