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?
Answer
How to send birthday emails to clients on Monday.com board?
Best answer by Troy Tessalone
Hi
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.
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.
+14- Zapier Orchestrator & Solution Partner
- Answer
Hi
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.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.