Question

Birthday email to clients triggered by Google Sheet or Wealthbox?

  • 7 November 2022
  • 6 replies
  • 376 views

I’ve got client birthday + email in both Wealthbox and Google Sheets. 

 

Is there a way to trigger an automatic email, preferably through Outlook, using either one of these sources?


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6 replies

Userlevel 7
Badge +14

Hi @armueller2001 

Good question.

Perhaps you can clarify what would be the Zap trigger event.

Are you trying to send an email when the Birthday value is Today?

If yes, then I’d suggest using Airtable.

Airtable have Views.

Views have Filters. (e.g. Birthday = Today)

Views can be used to trigger Zaps.

Airtable also has Automations.

Outlook is a native app that can be used in Airtable Automations.

Hi @armueller2001 

Good question.

Perhaps you can clarify what would be the Zap trigger event.

Are you trying to send an email when the Birthday value is Today?

 

Thanks for your reply. Yes, that’s exactly what I’d like. I was thinking use 

-New row added to google sheets

Triggers

-New event in Outlook on Birthdays calendar (but it needs to be added to *this year* and recurring)

 

And then use events on the Birthdays calendar to drive an automated email. Maybe? 

Userlevel 7
Badge +14

@armueller2001 

The Zap action for Outlook Create Event has no option to set a recurring event.

That sucks. I’ll have to explore some other solutions. 

Userlevel 7
Badge +14

@armueller2001 

Airtable has Formula fields.

You can use Formula fields to compare the MMDD of the Birthday to the MMDD of Today.

Userlevel 7
Badge +11

Hi @armueller2001!

As Troy pointed out, you can use Airtable with a view that will display records when “today” matches the birthday. Then that’s your trigger.

Here’s how I approached the formula. 

  • A field for the birthday (including year, assuming you have that)
  • Format that to be MM/DD
  • Format “today” to be MM/DD
  • Compare the two to see if they match
  • Then I combine it all into one formula field.

There may be better formulas, but here’s what I used above and it works:

IF(DATETIME_FORMAT(Birthday, 'MM/DD')=DATETIME_FORMAT(NOW(),'MM/DD'),'yes','no')

Then you have a view that only displays the records that match:

 

Then this is your trigger:

 

It’s not the MOST straightforward way of doing it, but it works. And can work for a lot of use cases, combining Airtable’s views (powered by filters) with Zapier.

Hope that helps!