Skip to main content

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

@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
 

 


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 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!


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


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. 


Reply