Birthday workflow rule

[Former Member]

Hey community,

It is possible to receive a notification every time that today=birthday day of a contact? In calendar I don´t have the option today

Best regards,

Bruno Tiago

[former_member190501]

Hi,

You can get Calculation type as Current Date if Update type is Calculated.

Thanks,

Raju

[Former Member]

Hello,

Thank you for the answer! I don´t understand very well, how I go to there?

Best regards,

Bruno Tiago

[former_member190501]

Hi,

You can find this option under Step 3 ( Define Actions).

Thanks,

Raju

[Former Member]

Hello,

Your screenshot is about the Rule Type: Field Update. I need to receive an email with the information about "Contact x birthday". I created a scheduled workflow and Im waiting for 12 a.m to see if this works. Any suggestion?

Best regards,

Bruno Tiago

[malay_dwivedi]

Hi Bruno

Could you achieve this functionality, of sending Birthday reminders to Account Owner.

Kindly share the process, if you are through with this.

Regards

Malay

[Former Member]

Hi Malay,

Can you explain the process that you talk please? The workflow doesn´t work 😕

Regards,

Bruno Tiago