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How to send birthday emails to clients on board?

  • 27 July 2021
  • 1 reply

I have a client birthday board in 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?


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

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Hi @sydq22 

First, check out Monday 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:

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