Birthday greetings automation

Thank you, @JohnW!

You could do this within Front but you’d have to use the API or Zapier. You’d want to keep track of birthdays as a custom field for a contact and then send a message when the date matches their custom field (the matching logic would have to run in your app or on Zapier). As John mentioned, this isn’t out of the box functionality for Front, so if you didn’t want to mess with developing an integration for it, then an email campaign app would be your best bet.

Hi Javier, 

Thank you for your answer! 

I'm not very good at API development so I have some questions. This method custom field for a contact  returns custom contact fields for one specific contact, right? how to make the system (via Zapier) execute daily tracking of the custom birthday field of all contacts in the Front?

You’d want to set up a Zapier schedule trigger to run daily. At a high level, your Zap might look like:

1. Runs daily at a specified time.
2. List all contacts in Front (this will have to be a custom action set up based on the List contacts endpoint).
3. Use Looping in Zapier to run through each contact to:
   1. Get the contact through Zap Front action
   2. Read the value of the custom field for birthday in the response.
   3. Use a Zap filter to determine if the birthday value is the same as the current date.
   4. If it is, send a message of your choice through Zap Front action