Use the Birthday Assistant to Run a Birthday Workflow

use-the-birthday-assistant-to-run-a-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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