Use the Birthday Assistant to Run a Birthday Workflow
Blog Home ◂ New 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.