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  • email for birthday

    Hi, is it possible to send automatic email to contacts for their birthdays?
    Thanks

  • #2
    Hi,
    Note: This feature is available since EspoCRM 4.7.0 and Advanced Pack 1.22.0. Assume that we have the field dateOfBirth in Contact entity. 1. Create new list report for Contacts. 2. In the filter section click Add Complex Expression and specify fields like on the screenshot.

    You can do it with workflow.
    Create this report.
    Create scheduled workflow with this report and send email
    How can one automate business processes using a CRM system? In this video tutorial: Discover how to create workflows, define their target entities, add or change trigger types and scheduling, set conditions and actions.

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    • #3
      Thank you Tanya,
      i've purchased Advanced pack, first step is ok( report created) but how can i create a workflow linked to a report?

      thank you

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      • #4
        Workflow with type Scheduled.
        Scheduling 0 9 * * * means at 9 am every day (UTC timezone if I am right)

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        • #5
          Originally posted by tanya View Post
          Workflow with type Scheduled.
          Scheduling 0 9 * * * means at 9 am every day (UTC timezone if I am right)
          Thank you very much Tanya

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          • #6
            Originally posted by tanya View Post
            Workflow with type Scheduled.
            Scheduling 0 9 * * * means at 9 am every day (UTC timezone if I am right)
            With this scheduling, the email was sent at 0:00 utc (2:00 italy time: utc+2)

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            • #7
              is your server (host) located in Italy as well?

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              • #8
                Originally posted by tanya View Post
                is your server (host) located in Italy as well?
                Yes
                Italy, confirm

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                • #9
                  Could it depends on Jobs scheduled? It's a general tab:
                  Run Scheduled Workflows Active */10 * * * *

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                  • #10
                    With 10 8 * * * = email starts and arrives at 11:00 (rome time )
                    with 20 8 *** = email starts and arrives at 11:30 (rome time)

                    I can't understand why this
                    can you help me?

                    thanks

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