Automate Birthday Messages
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Yellow sunshine Cobra
As a Salesmsg user,
I want Salesmsg Workflows to support scheduled, recurring date/anniversary triggers that evaluate contact date properties daily (e.g., "Birthday is today" ignoring birth year),
so that I can automatically send annual birthday, anniversary, and renewal texts natively in Salesmsg without relying on third-party middleware like Zapier or external CRM workflow tiers.
Created by James Ma
Chris Brisson
Hello Yellow sunshine Cobra — thanks for sharing this, super helpful context. We’re going to take a look at adding recurring date/anniversary-style triggers in Workflows (ex: “Birthday is today” without factoring in the year) so you can run these natively without needing Zapier/another CRM tier. We’ll dig in on our side and follow up once we have more to share.