Birthday reminders
It would be great if you could have a button to have Activities set to remind once a year for birthdays for example
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Hi @Mike Doiron !
You can create an automation that generates a new activity for 1 year from now once you mark the initial "birthday activity" as done (the first one you'll have to create and mark as done manually): see the example below.
Keep in mind that the 1 year period will be counted from the date when the activity is marked as done, not from the due date of the activity.
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How would you do this with the new workflow designer Ines?
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Inês Batata said:
Hi @Mike Doiron !
You can create an automation that generates a new activity for 1 year from now once you mark the initial "birthday activity" as done (the first one you'll have to create and mark as done manually): see the example below.
Keep in mind that the 1 year period will be counted from the date when the activity is marked as done, not from the due date of the activity.
I tried the suggestion above and it works - however, it works on EVERY task that I mark as complete - including the ones that have nothing to do with a contact person's birthday. How do I narrow it down so it only does it for birthday reminders?
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I built a birthday flow using Make/Integromat.
Birthday flow in Make/Integromat If you have any other questions about this flow, please don't hesitate to reach out.
Best,
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