1.Runs daily birthday check
Integrate Schedule by Zapier and scheduling tools to start the workflow each configured day and time.
Send personalized birthday emails to calendar contacts each morning
Automatically check contact birthdays across Zapier Tables every morning and across Zapier’s formatting flow. Automatically send personalized birthday greeting emails across Gmail when birthday matches today, daily schedule fires or contact birthdays due—so you can format dates, find recipients, and email them without manual list checking.
How this automation personalizes birthday outreach
When the daily birthday window hits and contacts need timely messages, missed timing can reduce engagement. This automation runs a scheduled birthday check, formats date values, finds matching records, and sends personalized Gmail emails—so your team can trigger outreach without manual list checking.
Schedule by Zapieror swap with your favorite app
2.Formats the trigger date
Integrate Formatter by Zapier and data formatting tools to match the trigger date to your table’s date format and lookup value.
Formatter by Zapieror swap with your favorite app
3.Finds records by date
Integrate Zapier Tables and record search tools to find rows where the date field equals the formatted date.
Zapier Tablesor swap with your favorite app
4.Loops through matched rows
Integrate Looping by Zapier and token mapping tools to convert table rows into line items and recipient details.
Looping by Zapieror swap with your favorite app
5.Sends personalized email
Integrate Gmail and email templating tools to send HTML birthday emails with personalization tokens to each recipient.
Gmailor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
Related automations
- Apps: Webhooks by Zapier, KitSwap with your favorite apps.
Add 30-day challenge signups to participant email sequence
Signups for your 30-day mobility challenge arrive without tags or sequence enrollment. Participants receive onboarding and community invites within minutes.
- Apps: HubSpot, Filter by ZapierSwap with your favorite apps.
Add 7.0 buyers to post-sale email audience automatically
Your 7.0 closed deals aren't added to the post-sale audience, leaving the campaign team without purchase context. Add and enroll them into the post-sale journey so outreach and fulfillment start same day.
- Apps: Squarespace Forms, Formatter by Zapier, KitSwap with your favorite apps.
Add 7-day course signups and enroll in nurture sequence
Your 7-day course signups from the site sometimes miss email flows, leaving learners without onboarding context. They enter the sequence and receive starter messages within minutes.
- Apps: Salesforce, Formatter by Zapier, InstantlySwap with your favorite apps.
Add 90-day renewals to a targeted email nurture list
Your renewal opportunities reaching 90 days often lack timely outreach context for reps. Enroll contacts into a renewal email stream so managers can act on warm prospects same day.
- Apps: Maropost Marketing Cloud, Filter by Zapier, LeadConnectorSwap with your favorite apps.
Add abandoned cart contacts to recovery email campaign
Your abandoned-cart contacts arrive without campaign enrollment, leaving lifecycle managers unable to re-engage shoppers. Enable recovery outreach the same day.
- Apps: Klaviyo, Shopify, Filter by Zapier, ChatGPT (OpenAI), Formatter by ZapierSwap with your favorite apps.
Add abandoned cart shoppers to no-discount reengagement queue
Your added-to-cart events don't create tailored outreach, so near-complete orders sit unaddressed. Add calm, no-discount emails to a focused reengagement queue within minutes.
- Apps: Facebook Lead Ads, KitSwap with your favorite apps.
Add ad form signups to course nurture list
Your social ad signups come in untagged, leaving sales ops without contact context for timely outreach. Add each signup to your nurture list to enable personalized outreach and lift enrollments before the next cohort.
- Apps: Facebook Lead Ads, FlodeskSwap with your favorite apps.
Add ad leads to welcome and nurture segments
Your ad form leads arrive without segment context, leaving campaigns unpersonalized and follow-up delayed. They join targeted welcome and nurture lists so you reach prospects with tailored copy same day.
- Apps: Facebook Lead Ads, Formatter by Zapier, FlodeskSwap with your favorite apps.
Add ad signups to nurture segment instantly for new prospects
Your Facebook lead form signups land without segmentation, leaving campaign managers scrambling to start a welcome sequence. Adds signups to your nurture segment so subscribers receive welcome messaging same day.
- Apps: Stripe, Filter by Zapier, KitSwap with your favorite apps.
Add annual subscribers to exclusive welcome email sequence
Your annual subscription updates skip onboarding triggers, leaving customers unaware of plan benefits. Customers receive onboarding and retention messaging within minutes.
- Apps: Calendly, Filter by Zapier, KitSwap with your favorite apps.
Add application call bookings to post-booking email sequence
Your application call bookings slip through without timely email outreach, leaving prospects unprepared. Add them to a post-booking email sequence so they receive onboarding and next steps same day.
- Apps: Typeform, Filter by Zapier, KitSwap with your favorite apps.
Add application form responses to nurture email sequence
Application form entries often miss your email list and stall applicant follow-up. Campaign managers get applicants added to the configured nurture sequence so outreach can start within minutes.
- View all
Explore all drip marketing management automations
Accelerate lead follow-up with automated sequence enrollments, audience tagging, and campaign updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism — I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.