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How to send birthday emails to clients on Monday.com board?

  • 27 July 2021
  • 1 reply
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I have a client birthday board in Monday.com 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?

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Best answer by Troy Tessalone 27 July 2021, 18:18

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Hi @sydq22 

First, check out Monday Automations: https://support.monday.com/hc/en-us/articles/360001222900-monday-com-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: https://zapier.com/apps/filter/help

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

 

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