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Time-Based trigger

Birthday/Anniversary

Trigger on contact birthday or anniversary

Starts a workflow when this happens.

Coming soon All plans

Variables this trigger adds

Use these in any later step, alongside the usual lead, agency and date variables.

{lead.name} Contact Name. Contact's name (from lead record)
{lead.email} Contact Email. Contact's email (from lead record)

How to add it

  1. Open Workflows in the app and create or open a workflow.
  2. Click the trigger at the top and pick Birthday/Anniversary under Time-Based.
  3. Fill in its settings, then save and turn the workflow on.

For the API and MCP

When you build workflows through the Inflowave API or the MCP server, this trigger is birthday_anniversary. See the MCP documentation.

More Time-Based triggers