Use the Birthday Assistant to Run a Birthday Workflow



Blog HomeNew Features ◂ 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.

 
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Teams - Choose Who to Send Text From