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Birthday notifications in EspoCRM

With Workflow feature it’s possible to make the system to send notifications about birthdays of contacts or other entities like users, leads.

  1. You need to have a date field that represents date of birth in your entity (e.g. entity Contact, field dateOfBirth). You can create it in Entity Manager.
  2. Create Report of List type that will show contacts who have birthday today.
  3. Create Workflow with Target Entity set to ‘Contact’ and Trigger Type set to ‘Scheduled’. Specify Scheduling field with ‘0 7 * * *’ that means it will be triggered at 7:00am everyday (UTC timezone).
  4. Add action Create Notification to Workflow, specify users you want to be notified, specify message template with text ‘{entity} has a birthday today’.

Workflow feature is available in Advanced Pack.