With Workflow feature it’s possible to make the system to send notifications about birthdays of contacts or other entities like users, leads.
- 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.
- Create Report of List type that will show contacts who have birthday today.
- 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).
- 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.