How to send birthday emails to clients on board?

  • 27 July 2021
  • 1 reply

I have a client birthday board in that includes the date and client email in the pulse. I am trying to automatically send client birthday emails when the date arrives using the information in the pulse. Is this possible to create with Zapier?

1 reply

Userlevel 7
Badge +11

Hi @sydq22 

First, check out Monday Automations:


You may need to add a Formula column that determines if the Birthday = TODAY and change to TRUE/FALSE to trigger the Zap, then follow that with a Filter as Step 2 in your Zap for TRUE:

NOTE: As Step 3 in the Zap use the Get Column Values actions to get all the data points for the Monday Board Item.