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Best answer

Creating a Flow - To wish a person on his birthday through WhatsApp using birthday present in an excel file

  • December 23, 2024
  • 6 replies
  • 70 views
S
Forum|alt.badge.img

I want to create a flow

  • Upload Name, WhatsApp Contact and Birth date in an excel
  • Use the Birth date to send message to either me wishing the person or directly to the person on his birthday

Best answer by Sanju DBest answer by Sanju D

I have created the above flow to send birthday wish through mail and it is running correctly 

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Did this topic help you find an answer to your question?

6 replies

Badger
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  • Badger
  • New
  • 134 replies
  • December 23, 2024

​@Sanju D 

Set a Schedule By Zapier to check daily.

Find Rows in your excel sheet that match today’s date.

This will give you the list of people with a birthday today.

Loop through these results sending each a WhatsApp message or reminder to yourself. 

Your Zap would look something like this
 

 

S
1 person likes this
  • S
    Sanju D
S
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  • Sanju DBeginner
  • Author
  • Beginner
  • 2 replies
  • December 24, 2024

Thank you. This is helpful. I am trying with

  1. Creating a Jotform to accept - My name, my spouse name, my children name, date of birth of all in different fields.
  2. Now using this Jotform - send WhatsApp message if Date of Birth is today
ken.a
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  • ken.aZapier Staff
  • Zapier Staff
  • 6566 replies
  • December 24, 2024

Hi ​@Sanju D,

You can use Filter by Zapier for your desired workflow. We have a guide that covers another way of how to compare a date value to today’s date which you might want to try instead: Comparing to Today's Date

Hopefully, this helps!

S
Forum|alt.badge.img
  • Sanju DBeginner
  • Author
  • Beginner
  • 2 replies
  • Answer
  • December 24, 2024

I have created the above flow to send birthday wish through mail and it is running correctly 

JammerS
Forum|alt.badge.img+6
  • JammerSZapier Staff
  • Zapier Staff
  • 2719 replies
  • January 10, 2025

Wow! Thank you for confirming that Ken’s resolution got the Zap running. This will significantly help our Community members to have as a reference for the same issue. 

D
  • dipbhiBeginner
  • Beginner
  • 5 replies
  • February 24, 2025
Sanju D wrote:

Thank you. This is helpful. I am trying with

  1. Creating a Jotform to accept - My name, my spouse name, my children name, date of birth of all in different fields.
  2. Now using this Jotform - send WhatsApp message if Date of Birth is today

Hi Sanju,

You can use Zapier <> WhatsBox integration to send out WhatsApp messages to the webinar participants. https://zapier.com/apps/whatsbox/integrations

Please note that this won’t work with a WhatsApp personal number, and you would have to sign-up for a WhatsApp Business Account.

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